Nathaniel Radke (CRD# 7331358) 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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird | Milwaukee, WI | Aug 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Germantown, WI | Jan 2021 - Aug 2021 | < 1 |
| Jpmorgan Chase Bank, N.a. | Germantown, WI | Jul 2019 - Aug 2021 | 2 |
| University Of Wisconsin - Oshkosh | Oshkosh, WI | Sep 2015 - Jan 2020 | 4 |
| Bp - Pump N Munch LLC | Neenah, WI | Oct 2015 - Jul 2019 | 3 |
| Oshkosh Corporation | Oshkosh, WI | Feb 2019 - May 2019 | < 1 |
| Lsc Communications | Menasha, WI | Jun 2018 - Feb 2019 | < 1 |
| Office Depot | Appleton, WI | Aug 2015 - Oct 2015 | < 1 |
| Unemployed | Menasha, WI | Jan 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- WI
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Total Assets Under Management247,790MILLIONS
-
Total Number of Accounts316,065ACCOUNTS
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Average Account Value$783,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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