Robyn AbelCRD 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.
Northwestern Mutual Investment Services,llc
Annex Wealth Management, LLC
Pgim Investments LLC
|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|
Total Assets Under Management231,509MILLIONS
Total Number of Accounts235,782ACCOUNTS
Average Account Value$981,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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