Daniel
Schmidt

Robert W. Baird & Co. Inc

CRD#5313421
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Daniel Schmidt is an investment advisor in Fort Wayne, Indiana. Currently a registered advisor at Robert W. Baird & Co. Inc, they have accrued 10 years of professional experience as a financial advisor. Schmidt maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Schmidt can work with investors in Florida, Indiana and Texas. Over the course of their career, Schmidt has held roles at J.J.B. Hilliard, W.L. Lyons LLC and Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is headquartered in Fort Wayne, Indiana, and operates out of 169 other offices in the country. In aggregate, Robert W. Baird & Co. Inc oversees $188 billion in assets across 207,240 accounts and employs more than 3,651 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 107,620 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 25% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Robert W. Baird & Co. Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

127 Berry Street Suite 800
Fort Wayne, IN 46802

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

IN Average: 43
Total Number of Accounts

207,240

IN Average: 1,898
Average Account Size

$908,380

IN 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

Daniel Schmidt Work History

Daniel has 10 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2010 - Present (11 years)

J.J.B. Hilliard, W.L. Lyons LLC

Disclosures

Daniel Schmidt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Beverly Vinch
Cleveland, OH
Ethan Dahlberg
Mequon, WI
Donna Hoff
Charleston, WV
Brooke Bradshaw
Appleton, WI
Michael Sullivan
Milwaukee, WI
Justin Ross
Charlotte, NC
Michael Parrott
Charlotte, NC
Robert Mccarron
Akron, OH

This content was compiled from the SEC and FINRA.

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