Patrick Feeney, financial advisor Shiloh IL

Patrick Feeney

CRD Number: 5372219
Current Firm: Robert W. Baird & Company Incorporated

Patrick Feeney (CRD# 5372219) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Shiloh, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Shiloh, IL Oct 2019 - Current 4
Jjb Hilliard Wl Lyons LLC Louisville, KY Nov 2013 - Current 10
Gabelli & Company, Inc. Rye, NY Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Patrick R. Feeney
Phone Number: 414-765-3500
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
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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