Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandi Nicole Craig

Robert W. Baird & Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandi? Claim Your Profile

About Brandi Nicole Craig

Brandi Nicole Craig is a financial advisor at Robert W. Baird & Co. Inc. Brandi has been in the industry since 2003 and has experience in a variety of financial services firms. Brandi has a strong background in financial planning and portfolio management. Brandi is licensed in many states, and her experience covers a variety of investment products and services. Brandi is committed to helping clients achieve their financial goals.

Firm Information

Brandi Craig is currently registered with Robert W. Baird & Co. Inc.. 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

check

other

Hard dollar payments for research

Find Your Ideal Financial Advisor

2

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.

Brandi Craig’s Registration & Firm History

TN

11/27/2007 - Present

Robert W. Baird & Co. Inc. (NASHVILLE TN)

TN

07/17/2006 - 11/30/2007

CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)

SC

06/20/2003 - 10/14/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MI

10/29/2002 - 06/05/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

Not sure if Brandi Nicole Craig is right for you?

Licenses & Designations

BC

Issued 05/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brandi Nicole Craig.
Not sure if Brandi Nicole Craig is right for you?