Benjamin Komppa, financial advisor Milwaukee WI
88 score

Benjamin Komppa

CRD Number: 6304249
Current Firm: Robert W. Baird & Company Incorporated

Benjamin Komppa (CRD# 6304249) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Co Milwaukee, WI Feb 2014 - Current 2
Extendicare Health Services, Inc. Milwaukee, WI Jul 2012 - Feb 2014 1
Unemployed Oconomowoc, WI Apr 2012 - Jul 2012 < 1
Baker Tilly Virchow Krause Milwaukee, WI Jan 2012 - Mar 2012 < 1
Extendicare Health Services, Inc. Milwaukee, WI Feb 2011 - Dec 2011 < 1
O'dess And Associates Milwaukee, WI Nov 2008 - Feb 2011 2
Unemployed Oconomowoc, WI Aug 2008 - Nov 2008 < 1
Komppa Machinery Group, Inc. Oconomowoc, WI May 2007 - Aug 2008 1
Pepino's Of Oconomowoc Oconomowoc, WI Jan 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Benjamin P. Komppa
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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