Deborah West, financial advisor Madison WI

Deborah West

CRD Number: 1301298
Current Firm: Robert W. Baird & Company Incorporated

Deborah West (CRD# 1301298) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 18 years of experience in the finance industry.

Similar Advisors
Mark Ziety, financial advisor Madison WI
Mark A. Ziety
CRD# 4902024
Wismed Financial, Inc.
Similar Advisors
Aaron Abel, financial advisor Madison WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Similar Advisors
David Abuaf, financial advisor Madison WI
David N. Abuaf
CRD# 4582706
Trustage Investment Management
Company Name Location Dates Years
Robert W. Baird & Company Madison, WI Jul 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
Contact Info for Deborah A. West
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    247,790
    MILLIONS
  • Total Number of Accounts
    316,065
    ACCOUNTS
  • Average Account Value
    $783,985
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

Ready to hire a financial advisor? Get competitive proposals from Deborah West and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.