Chad Giese, financial advisor Milwaukee WI

Chad Giese

CRD Number: 4260289
Current Firm: Robert W. Baird & Company Incorporated

Chad Giese (CRD# 4260289) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Company Milwaukee, WI Aug 2000 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Chad D. Giese
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    188,253
    MILLIONS
  • Total Number of Accounts
    207,240
    ACCOUNTS
  • Average Account Value
    $908,380
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)
  • 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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