Anthony BraunCRD Number: 1415622
Current Firm: Robert W. Baird & Company Incorporated
Anthony Braun (CRD# 1415622) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 30 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Robert W. Baird & Company Incorporated||Franklin, WI||Mar 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1987|
Total Assets Under Management83,910MILLIONS
Total Number of Accounts90,406ACCOUNTS
Average Account Value$928,144
- 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)
- Educational seminars/workshops