Phillip
Ruhe
Robert W. Baird & Co. Inc
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About this Advisor
Phillip Ruhe is a financial advisor operating out of Jasper, Indiana with 4 years of relevant experience. Ruhe is an advisor for Robert W. Baird & Co. Inc. The advisor has gained experience at Seufert Construction, Jjb Hilliard Wl Lyons LLC and Robert W. Baird & Co. Inc. Ruhe has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana and Texas. Robert W. Baird & Co. Inc is a financial advisory firm that has its headquarters in Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 advisors. It administers $248 billion in total assets between its 316,065 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 client accounts, 25% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including 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 typically depend on which services the firm provides the client. Fee types billed by Robert W. Baird & Co. Inc likely include some combination 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
Phillip Ruhe Work History
Phillip has been registered as a financial advisor for 4 years.*
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons LLC
Seufert Construction
*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 Phillip Ruhe 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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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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