Lyle Fitterer, financial advisor Milwaukee WI

Lyle Fitterer

CRD Number: 2194752
Current Firm: Robert W. Baird & Company Incorporated

Lyle Fitterer (CRD# 2194752) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Baird Advisors Milwaukee, WI Aug 2019 - Current 1
Wells Capital Management/wells Fargo Asset Management Menomonee Falls, WI Jan 2005 - Jul 2019 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 1996
S63 Uniform Securities State Law Examination Nov 2019
Contact Info for Lyle J. Fitterer
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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