Use our Financial Advisor Match Tool to find your ideal match.

Are you with Robert W. Baird & Co. Inc.?

Showcase your expertise, keep your information up to date and connect with potential clients.

Claim Your Profile

Are you a financial advisor?

Find and update your Invested Better profile.

This information is unverified and unclaimed information.

Firm Information

Robert W. Baird & Co. Inc. is a corporation formed on December 29, 1919, and headquartered in Milwaukee, WI. The firm offers a comprehensive range of financial services, including investment banking, asset management, wealth management, and private equity. Baird serves a diverse client base, including individuals, families, corporations, institutions, and governments. The firm has over 3,000 employees and is registered with the SEC and all 50 states.

Robert W. Baird & Co. Inc.

777 E. WISCONSIN AVENUE

MILWAUKEE, WI 53202-5391

$287.51B

Assets Under Management

11,103

Total Clients

2,915

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

portfolio management for investment companies

Strategic management for diversified investment portfolios.

see schedule d

See schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

other

Hard dollar payments for research

Advisors at Robert W. Baird & Co. Inc.

View All 2915 Advisors

Robert Benjamin Kessinger

Lexington, KY

View Profile

Daniel Patrick Corbett

Boulder, CO

CLEVELAND, OH

MILWAUKEE, WI

Carisa Nicole Oppermann

MILWAUKEE, WI

MILWAUKEE, WI

Birmingham, MI

Louisville, KY

View All 2915 Advisors

Find Your Ideal Financial Advisor

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Not sure if Robert W. Baird & Co. Inc. is right for you?

Disclosures

There are 2 public disclosures for Robert W. Baird & Co. Inc.. Review regulatory record here.

Frequently Asked Questions (10)

Helpful Articles

Not sure Robert W. Baird & Co. Inc. is the right advisor for you? Invested Better is here to help.

Why Should You Consult a Divorce Financial Advisor?

Financial Advisors for Entrepreneurs with Small Business

How to Max Out Your 401(k) Contributions

Robert W. Baird & Co. Inc.

Headquartered in MILWAUKEE, WI

When are you planning to retire?

Are you with Robert W. Baird & Co. Inc.?

Are you a financial advisor?

Firm Information

Robert W. Baird & Co. Inc.

$287.51B

Assets Under Management

11,103

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

see schedule d

Fee Structure

fixed fees

commissions

percentage of assets

performance-based fees

other

Branch Locations (49)

Advisors at Robert W. Baird & Co. Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

Helpful Articles

When are you planning to retire?

Are you with Robert W. Baird & Co. Inc.?

Are you a financial advisor?

Helpful Articles

Robert W. Baird & Co. Inc.

Headquartered in MILWAUKEE, WI

When are you planning to retire?

Are you with Robert W. Baird & Co. Inc.?

Are you a financial advisor?

Firm Information

Robert W. Baird & Co. Inc.

$287.51B

Assets Under Management

11,103

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

see schedule d

Fee Structure

fixed fees

commissions

percentage of assets

performance-based fees

other

Branch Locations (49)

Advisors at Robert W. Baird & Co. Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

What is the firm's full name?

When was the firm founded?

Where is the firm's main office located?

What types of advisory services does the firm offer?

What types of clients does the firm manage assets for?

What is the firm's approximate asset amount?

What is the firm's total regulatory assets under management?

Does the firm have a wrap fee program?

What is the firm's SEC number?

In which states is the firm registered?

Helpful Articles

When are you planning to retire?

Are you with Robert W. Baird & Co. Inc.?

Are you a financial advisor?

Helpful Articles