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Christopher George Folland

Robert W. Baird & Co. Inc.

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About Christopher George Folland

Christopher George Folland is a financial advisor with Robert W. Baird & Co. Inc. Christopher Folland has been in the financial industry since August 17, 2004. Christopher Folland is registered to provide investment advice in 27 states and the District of Columbia. Christopher Folland's firm, Robert W. Baird & Co. Inc., is a large firm with over 1,500 licensed advisors and over 2,300 investment advisor representatives. The firm provides a wide range of financial services, including investment management, financial planning, and retirement planning. Christopher Folland specializes in providing financial advice to high-net-worth individuals, families, and businesses. Christopher Folland has a strong track record of success in helping clients achieve their financial goals. In addition to his work as a financial advisor, Christopher Folland is also involved in the community. He serves on the board of directors of several non-profit organizations. Christopher Folland is a respected member of the financial community and a dedicated professional who is committed to providing his clients with the highest level of service.

Firm Information

Christopher Folland 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

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

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other

Hard dollar payments for research

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Christopher Folland’s Registration & Firm History

IL

07/18/2006 - Present

Robert W. Baird & Co. Inc. (WINNETKA IL)

IL

08/16/2004 - 05/15/2006

GREAT POINT CAPITAL LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/30/2004

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 Christopher George Folland.
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