Megan Gillis, financial advisor Milwaukee WI
70 score

Megan Gillis

CRD Number: 5480794
Current Firm: Robert W. Baird & Company Incorporated

Megan Gillis (CRD# 5480794) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Co Charleston, SC Aug 2010 - Current 6
Unemployed Charleston, SC Jul 2010 - Aug 2010 < 1
Otc Capital Partners LLC Miami, FL Nov 2009 - Jun 2010 < 1
Cbeyond Miramar, FL Mar 2009 - Oct 2009 < 1
Merrill Lynch Tallahassee, FL Oct 2007 - Feb 2009 1
Hooters Restaurants Tallahassee, FL Oct 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Megan R. Gillis
Phone Number: 414-765-3500
Registered State(s):
  • SC
  • 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
70

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