Jodene Geiger, financial advisor Waukesha WI
93 score

Jodene Geiger

CRD Number: 3002159
Current Firm: Robert W. Baird & Company Incorporated

Jodene Geiger (CRD# 3002159) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird Waukesha, WI Sep 2015 - Current 1
Ubs Financial Services Inc. Brookfield, WI Jul 2013 - Sep 2015 2
Ubs Financial Services Inc. Brookfield, WI May 2008 - Jul 2013 5
Rbc Capital Markets Corporation Broofield, WI Mar 2008 - May 2008 < 1
Rbc Dain Rauscher Inc. Brookfield, WI Apr 2002 - Mar 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Jodene M. Geiger
Phone Number: 414-765-3500
Registered State(s):
  • WI
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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