Jill Bobinski (CRD# 4724086) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 19 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R.w. Baird | Green Bay, WI | Aug 2023 - Current | < 1 |
| Private Client Services | Louisville, KY | Jan 2018 - Aug 2023 | 5 |
| Nicolet Advisory Services, LLC | Green Bay, WI | Aug 2016 - Aug 2023 | 7 |
| Sii Investments | Green Bay, WI | May 2004 - Dec 2017 | 13 |
| Navigator Planning Group | Green Bay, WI | Sep 2003 - Feb 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- WI
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Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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