Michelle
Dowling
Robert W. Baird & Co. Inc
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About this Advisor
Michelle Dowling is a financial advisor based in Indianapolis, Indiana, working with Robert W. Baird & Co. Inc. Michelle has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, First Command Financial Planning, Inc, Raymond James & Associates, Inc, State Of Indiana, and Rw Baird. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Indiana, Montana, and Wisconsin. Currently, Michelle is part of Robert W. Baird & Co. Inc, which operates out of Indianapolis, Indiana. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$287,514,955,453
4,069
331,500
$867,315
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
Michelle Dowling Work History
Rw Baird
Raymond James & Associates, Inc
State Of Indiana
First Command Financial Planning, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Michelle Dowling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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