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).

Current Firm Details
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
https://www.linkedin.com/company/robert-w-baird-
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 271 - 280 of 2,381 top financial advisors.
271
Lindsey Clauson, financial advisor Peoria IL
Lindsey A. Clauson
CRD#: 6191619
110 South Jefferson Avenue, Suite 600, Peoria, IL 61602

Lindsey Clauson (CRD# 6191619) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, IL and has over 5 years of experience in the finance industry.

272
Melissa Clayville, financial advisor Salt Lake City UT
Melissa R. Clayville
CRD#: 2966003
222 South Main Street, Suite 1840, Salt Lake City, UT 84101

Melissa Clayville (CRD# 2966003) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Salt Lake City, UT and has over 23 years of experience in the finance industry.

273
Jayne Clemens, financial advisor Owensboro KY
Jayne M. Clemens
CRD#: 2102740
1035 Frederica Street, Suite 100, Owensboro, KY 42301

Jayne Clemens (CRD# 2102740) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Owensboro, KY and has over 33 years of experience in the finance industry.

274
Frederick Clerici, financial advisor Wexford PA
Frederick G. Clerici
CRD#: 3266838
12570 Perry Highway, Suite 100, Wexford, PA 15090

Frederick Clerici (CRD# 3266838) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 24 years of experience in the finance industry.

275
Christian Clinton, financial advisor Stuart FL
Christian T. Clinton
CRD#: 2301091
819 Sw Federal Highway, Suite 102, Stuart, FL 34994

Christian Clinton (CRD# 2301091) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Stuart, FL and has over 24 years of experience in the finance industry.

276
Kathleen Cobb, financial advisor Milwaukee WI
Kathleen M. Cobb
CRD#: 4163444
777 East Wisconsin Ave, Milwaukee, WI 53202

Kathleen Cobb (CRD# 4163444) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 22 years of experience in the finance industry.

277
Matthew Coburn, financial advisor Nashville TN
Matthew S. Coburn
CRD#: 2323075
4017 Hillsboro Pike, Suite 403, Nashville, TN 37215

Matthew Coburn (CRD# 2323075) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Nashville, TN and has over 31 years of experience in the finance industry.

278
Jack Cohen, financial advisor Alpharetta GA
Jack S. Cohen
CRD#: 1790699
555 North Point Center E, Ste 500, Alpharetta, GA 30022

Jack Cohen (CRD# 1790699) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Alpharetta, GA and has over 36 years of experience in the finance industry.

279
Gino Colangelo, financial advisor Cincinnati OH
Gino P. Colangelo
CRD#: 2554496
3805 Edwards Road, Suite 610, Cincinnati, OH 45209

Gino Colangelo (CRD# 2554496) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 26 years of experience in the finance industry.

280
Karen Colavecchio, financial advisor Nashville TN
Karen M. Colavecchio
CRD#: 2480086
1600 West End Ave, Suite 1100, Nashville, TN 37203

Karen Colavecchio (CRD# 2480086) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Nashville, TN and has over 29 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.

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