Alan Redell, financial advisor Sheboygan WI

Alan Redell

CRD Number: 2381790
Current Firm: Robert W. Baird & Company Incorporated

Alan Redell (CRD# 2381790) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 19 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Robert W. Baird & Company Sheboygan, WI Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Alan R. Redell
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    247,790
    MILLIONS
  • Total Number of Accounts
    316,065
    ACCOUNTS
  • Average Account Value
    $783,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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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