Ned Gillette, financial advisor Rockford IL
93 score

Ned Gillette

CRD Number: 4580754
Current Firm: Robert W. Baird & Company Incorporated

Ned Gillette (CRD# 4580754) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Rockford, IL Feb 2008 - Current 8
Rbc Dain Rauscher Inc. Rockford, IL Aug 2002 - Feb 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Ned J. Gillette
Phone Number: 414-765-3500
Registered State(s):
  • IL
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
93
Clean Record
This advisor has a clean track record with regulators.

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