Robert W. Baird & Company Incorporated

Robert W. Baird & Company Incorporated (CRD# 8158) is a financial advisory firm headquartered in Milwaukee, WI. They manage $188,252,622,527 in 207,240 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
777 E. Wisconsin Avenue, Milwaukee, WI 53202
https://www.linkedin.com/company/robert-w-baird-
By the Numbers
  • Total Assets Under Management
    188,253
    MILLION
  • Total Number of Accounts
    207,240
    ACCOUNTS
  • Average Account Value
    $908,380
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Robert W. Baird & Company Incorporated
Showing 1 - 10 of 2,172 top financial advisors.
1
Gregory Abbott, financial advisor Peoria IL
Gregory V. Abbott
CRD#: 1047258
110 South Jefferson Avenue, Suite 600, Peoria, IL 61602

Gregory Abbott (CRD# 1047258) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, IL and has over 38 years of experience in the finance industry.

2
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD#: 6857150
777 East Wisconsin Ave, Milwaukee, WI 53202

Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 2 years of experience in the finance industry.

3
Kayla Acton, financial advisor Evansville IN
Kayla R. Acton
CRD#: 6839909
110 Main Street, Evansville, IN 47708

Kayla Acton (CRD# 6839909) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Evansville, IN and has over 2 years of experience in the finance industry.

4
David Adams, financial advisor Fort Worth TX
David M. Adams
CRD#: 2591615
550 Bailey Avenue, Suite 700, Fort Worth, TX 76107

David Adams (CRD# 2591615) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 25 years of experience in the finance industry.

5
David Adams, financial advisor Easton MD
David M. Adams
CRD#: 4977960
218 N. Washington Street, Suite 37, Easton, MD 21601

David Adams (CRD# 4977960) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 13 years of experience in the finance industry.

6
Douglas Adams, financial advisor Saginaw MI
Douglas J. Adams
CRD#: 3160022
4835 Towne Center-suite 103, Saginaw, MI 48604

Douglas Adams (CRD# 3160022) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Saginaw, MI and has over 22 years of experience in the finance industry.

7
John Adams, financial advisor Cincinnati OH
John C. Adams
CRD#: 1283765
3805 Edwards Road, Suite 610, Cincinnati, OH 45209

John Adams (CRD# 1283765) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 36 years of experience in the finance industry.

8
Tyler Adams, financial advisor Onalaska WI
Tyler J. Adams
CRD#: 6378560
2800 National Drive Suite 101, Onalaska, WI 54650

Tyler Adams (CRD# 6378560) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Onalaska, WI and has over 6 years of experience in the finance industry.

9
Chad Afdahl, financial advisor Milwaukee WI
Chad L. Afdahl
CRD#: 5625693
777 E. Wisconsin Avenue, Milwaukee, WI 53202

Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 11 years of experience in the finance industry.

10
Brian Agee, financial advisor Huntington WV
Brian L. Agee
CRD#: 873349
300 Tenth Street, Huntington, WV 25701

Brian Agee (CRD# 873349) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Huntington, WV and has over 41 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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