John Wedell, financial advisor Elgin IL

John Wedell

CRD Number: 5288855
Current Firm: Robert W. Baird & Company Incorporated

John Wedell (CRD# 5288855) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Elgin, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Co, Inc. Elgin, IL Mar 2019 - Current 5
Wells Fargo Clearing Services, LLC Elgin, IL Nov 2016 - Mar 2019 2
Wells Fargo Advisors LLC Elgin, IL May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for John C. Wedell
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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