Elizabeth
Weiss
Robert W. Baird & Co. Inc
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About this Advisor
Elizabeth Weiss is a financial advisor who works in Scottsdale, Arizona with 3 years of industry experience. Weiss is an employee of Robert W. Baird & Co. Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Robert W Baird. Weiss has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona and Texas. Robert W. Baird & Co. Inc is a financial advisory company headquartered in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It has $248 billion in assets between its 316,065 accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 accounts, 25% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees vary depending on which services are provided. However, fee types billed by Robert W. Baird & Co. Inc most likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Elizabeth Weiss Work History
Elizabeth has been registered as a financial advisor for 3 years.*
Robert W Baird
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Weiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robert W. Baird & Co. Inc
Houston, TX
Milwaukee, WI
Milwaukee, WI
Denver, CO
Houston, TX
Denver, CO
Denver, CO
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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