Michelle Pawela, financial advisor Winnetka IL

Michelle Pawela

CRD Number: 7494931
Current Firm: Robert W. Baird & Company Incorporated

Michelle Pawela (CRD# 7494931) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, IL and has 1 year of experience in the finance industry.

Similar Advisors
Arturo Abarca, financial advisor Winnetka IL
Arturo Abarca
CRD# 5751555
J.p. Morgan Securities LLC
Similar Advisors
Cathy Abbott, financial advisor Winnetka IL
Cathy E. Abbott
CRD# 1338669
William Blair & Company LLC
Similar Advisors
Andrew Abe, financial advisor Winnetka IL
Andrew J. Abe
CRD# 6076403
Nuveen Asset Management, LLC
Company Name Location Dates Years
Robert W Baird Winnetka, IL Jan 2022 - Current 2
Eris Cider Brewery Chicago, IL Oct 2021 - Current 2
Orangetheory Fitness Chicago, IL Jan 2020 - Dec 2021 1
Fit Code Beverly, IL Feb 2019 - Dec 2019 < 1
Soundgrowler Brewing Tinley Park, IL Jul 2018 - Aug 2019 1
The Open Bottle Tinley Park, IL Jul 2017 - Jul 2018 1
Children's Plus Inc. Beecher, IL Sep 2013 - Jan 2018 4
Tribes Alehouse Mokena, IL Oct 2010 - Sep 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2022
Contact Info for Michelle S. Pawela
Phone Number: 414-765-3500
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.