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 241 - 250 of 2,381 top financial advisors.
241
Noelle J. Cartier
CRD#: 4610051
Epworth, GA

Noelle Cartier (CRD# 4610051) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Epworth, GA and has over 20 years of experience in the finance industry.

242
Lindsey R. Casper
CRD#: 6639815
One S Pinckney St, Suite 600, Madison, WI 53703

Lindsey Casper (CRD# 6639815) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 6 years of experience in the finance industry.

243
Elisa J. Cavalier
CRD#: 5432682
12570 Perry Highway, Suite 100, Wexford, PA 15090

Elisa Cavalier (CRD# 5432682) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 16 years of experience in the finance industry.

244
Angela L. Cave
CRD#: 3172756
100 W. Road, Suite 200, Towson, MD 21204

Angela Cave (CRD# 3172756) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Towson, MD and has over 7 years of experience in the finance industry.

245
Ralph F. Cefalu
CRD#: 1102603
777 East Wisconsin Ave, Milwaukee, WI 53202

Ralph Cefalu (CRD# 1102603) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 41 years of experience in the finance industry.

246
Debra L. Cerny
CRD#: 2192178
14 N. Parker Dr. Ste 200, Janesville, WI 53545

Debra Cerny (CRD# 2192178) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 30 years of experience in the finance industry.

247
Gilbert J. Cervelli
CRD#: 5278793
1539 W. Market Street, Mequon, WI 53092

Gilbert Cervelli (CRD# 5278793) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.

248
Zachary A. Chamberlain
CRD#: 4504670
500 West Jefferson St., Louisville, KY 40202

Zachary Chamberlain (CRD# 4504670) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 22 years of experience in the finance industry.

249
John R. Chamberland
CRD#: 2851946
12570 Perry Highway, Suite 100, Wexford, PA 15090

John Chamberland (CRD# 2851946) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 26 years of experience in the finance industry.

250
Loretta M. Charron
CRD#: 1258561
777 East Wisconsin Ave, Milwaukee, WI 53202

Loretta Charron (CRD# 1258561) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 40 years of experience in the finance industry.

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