Robert W. Baird & Company Incorporated

Robert W. Baird & Company Incorporated (CRD# 8158) is a financial advisory firm headquartered in Milwaukee, WI. They manage $287,514,955,453 in 331,500 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    287,515
    MILLION
  • 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
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 141 - 150 of 2,381 top financial advisors.
141
Christopher C. Boone
CRD#: 6034262
500 West Jefferson St., Louisville, KY 40202

Christopher Boone (CRD# 6034262) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 12 years of experience in the finance industry.

142
Michael J. Boosel
CRD#: 2239604
555 North Point Center E, Ste 500, Alpharetta, GA 30022

Michael Boosel (CRD# 2239604) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Alpharetta, GA and has over 32 years of experience in the finance industry.

143
John S. Boots
CRD#: 3130834
901 Neal Street, Suite 201, Cookeville, TN 38501

John Boots (CRD# 3130834) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cookeville, TN and has over 25 years of experience in the finance industry.

144
Ronald J. Boren
CRD#: 1054649
110 Main Street, Evansville, IN 47708

Ronald Boren (CRD# 1054649) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Evansville, IN and has over 41 years of experience in the finance industry.

145
Jennifer R. Borgen
CRD#: 3273736
777 108 Ave Ne Ste 1600, Bellevue, WA 98004

Jennifer Borgen (CRD# 3273736) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bellevue, WA and has over 18 years of experience in the finance industry.

146
James E. Bors
CRD#: 4240974
777 East Wisconsin Ave, Milwaukee, WI 53202

James Bors (CRD# 4240974) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 23 years of experience in the finance industry.

147
Mary M. Bosley
CRD#: 6816125
100 W. Road, Suite 200, Towson, MD 21204

Mary Bosley (CRD# 6816125) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Towson, MD and has over 6 years of experience in the finance industry.

148
Katie E. Bowers
CRD#: 4817033
12570 Perry Highway, Suite 100, Wexford, PA 15090

Katie Bowers (CRD# 4817033) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 19 years of experience in the finance industry.

149
Jonathon F. Bowker
CRD#: 4802053
2601 Reid Farm Rd, Suite A, Rockford, IL 61114

Jonathon Bowker (CRD# 4802053) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 19 years of experience in the finance industry.

150
Kelli M. Bowles
CRD#: 2403034
Two North Tamiami Trail, One Sarasota Tower, Ste 1200, Sarasota, FL 34236

Kelli Bowles (CRD# 2403034) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 30 years of experience in the finance industry.

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