Robert W. Baird & Co. Inc
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
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Daniel Schmidt Work History
Daniel has 10 years of experience.
Robert W. Baird & Co. Inc
J.J.B. Hilliard, W.L. Lyons LLC
Daniel Schmidt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc