Robyn Abel, financial advisor Milwaukee WI

Robyn Abel

CRD Number: 6857150
Current Firm: Robert W. Baird & Company Incorporated

Robyn Abel (CRD# 6857150) 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.

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Company Name Location Dates Years
Baird Milwaukee, WI Sep 2017 - Current 3
Wetzel Brothers An Rr Donnelley Company Cudahy, WI Apr 2016 - Aug 2017 1
The Bon Ton Stores Milwaukee, WI May 2011 - Apr 2016 4
Jit Trading Milwaukee, WI Apr 2009 - May 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Robyn T. Abel
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
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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