Brian WielgusCRD Number: 6018754
Current Firm: Robert W. Baird & Company Incorporated
Brian Wielgus (CRD# 6018754) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Robert W. Baird||Waukesha, WI||Dec 2011 - Current||5|
|Lm Consultants, Inc.||Vernon Hills, IL||Jun 2008 - Dec 2011||3|
|University Of Wisconsin - Milwaukee||Milwaukee, WI||Aug 2005 - Dec 2009||4|
|Milwaukee Publishing||Brown Deer, WI||Aug 2007 - Dec 2007||< 1|
|Roaring Fork||Milwaukee, WI||Aug 2006 - May 2007||< 1|
|Swanson Services Corporation||Fitchburg, WI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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
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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