Bailey AdkinsCRD Number: 7215630
Current Firm: Robert W. Baird & Company Incorporated
Bailey Adkins (CRD# 7215630) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has 1 year of experience in the finance industry.
Landaas & Company
Annex Wealth Management, LLC
Robert W. Baird & Company Incorporated
|Baird||Milwaukee, WI||Jan 2020 - Current||3|
|Unemployed||Milwaukee, WI||Oct 2019 - Jan 2020||< 1|
|Camp Olson Ymca||Longville, MN||May 2019 - Sep 2019||< 1|
|Peaceful Valley Montessori Academy||Golden Valley, MN||Sep 2018 - May 2019||< 1|
|University Of Minnesota||Minneapolis, MN||Sep 2015 - May 2019||3|
|Camp Olson Ymca||Longville, MN||May 2018 - Sep 2018||< 1|
|Camp Olson Ymca||Longville, MN||May 2017 - Sep 2017||< 1|
|Camp Olson Ymca||Longville, MN||May 2016 - Aug 2016||< 1|
|Camp Olson Ymca||Longville, MN||Jun 2015 - Aug 2015||< 1|
|Century High School||Rochester, MN||Jan 2011 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management247,790MILLIONS
Total Number of Accounts316,065ACCOUNTS
Average Account Value$783,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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