Matthew Monroe, financial advisor Princeton IN

Matthew Monroe

CRD Number: 6754578
Current Firm: Robert W. Baird & Company Incorporated

Matthew Monroe (CRD# 6754578) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Princeton, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Princeton, IN Oct 2019 - Current 4
Jjb Hilliard Wl Lyons LLC Princeton, IN Jan 2017 - Current 7
Astrazeneca Mount Vernon, IN Aug 2015 - Jan 2017 1
Bristol Myers Squibb Mount Vernon, IN Jan 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Matthew Monroe
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • IN
  • TX
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

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