Nicolle
Hudachek

Robert W. Baird & Co. Inc

CRD#4798617
Investment Advisor
in Mill Valley, CA

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About this Advisor

Nicolle Hudachek is a financial advisor who works out of Mill Valley, California, who has been in the industry for 14 years. Hudachek is currently employed by Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at Blackrock, Inc and Robert W. Baird. Hudachek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Robert W. Baird & Co. Inc is a registered investment business based out of Mill Valley, California. It has offices in 165 locations and a total of 3,744 advisors. It manages $276 billion in assets under management across its 272,742 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 971 charities and foundations. Of its 272,742 customer accounts, 27% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a diverse set 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. Fees for financial management usually are based on the type of financial services. Fee types charged by Robert W. Baird & Co. Inc can be comprised of some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

2 Belvedere Place Suite 330
Mill Valley, CA 94941

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$275,840,179,207

CA Average: $2,826,565,184
Total Number of Employees

3,744

CA Average: 43
Total Number of Accounts

272,742

CA Average: 1,898
Average Account Size

$1,011,359

CA Average: $1,489,234

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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

Nicolle Hudachek Work History

Nicolle has 14 years of experience.

2012 - Present (11 years)

Robert W. Baird

2008 - 2012 (4 years)

Blackrock, Inc

Disclosures

Nicolle Hudachek has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Alice Ambrowiak
Milwaukee, WI
James Harkins
Seattle, WA
Elizabeth Moore
Franklin, TN
Peche Myers
Denver, CO
Denise Stup
Denver, CO
Tara Pankow
Racine, WI
Tracy Gardner
Grand Junction, CO
Michael Trapp
Columbus, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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