Staci Allen, financial advisor Green Bay WI

Staci Allen

CRD Number: 4542987
Current Firm: Robert W. Baird & Company Incorporated

Staci Allen (CRD# 4542987) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Company, Incorporated Green Bay, WI Apr 2018 - Current 5
Lpl Financial LLC Oshkosh, WI Oct 2011 - Apr 2018 6
Anchor Bank Oshkosh, WI May 2005 - Apr 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Staci E. Allen
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • WI
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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