Garrett Oakley, financial advisor Milwaukee WI
92 score

Garrett Oakley

CRD Number: 6242597
Current Firm: Robert W. Baird & Company Incorporated

Garrett Oakley (CRD# 6242597) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 3 years of experience in the finance industry. Garrett Oakley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robert W. Baird & Company Incorporated Charlotte, NC May 2015 - Current 1
Mcgill Advisors, Inc. (formerly Select Consulting, Inc.) Charlotte, NC Aug 2013 - May 2015 1
Price Waterhouse Coopers, LLP Charlotte, NC Jan 2011 - Aug 2013 2
Kojays Cafe Blowing Rock, NC May 2009 - Jul 2011 2
Appalachian State University Boone, NC Aug 2006 - May 2011 4
Sagebrush Steakhouse Boone, NC May 2007 - Nov 2007 < 1
Appalachian Ski Mountain Blowing Rock, NC Oct 2006 - Mar 2007 < 1
Unemployed Greenville, NC Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Feb 2016
Contact Info for Garrett K. Oakley
Phone Number: 414-765-3500
Registered State(s):
  • NC
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
92
Clean Record
This advisor has a clean track record with regulators.

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