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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cole is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Brian has been in the financial industry since 2012 and holds a Series 63, SIE and Series 79 license. Brian has been with Robert W. Baird & Co. Inc. since February 1, 2012. Brian specializes in investment banking, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brian also provides advisory services, including selection of other advisers and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
02/01/2012 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 03/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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