Robert W. Baird & Co. Inc
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About this Advisor
Joshua Mills is an advisor who is based in Cedar Rapids, Iowa. Currently an investment advisor with Robert W. Baird & Co. Inc, Mills has nine years of professional experience in the financial advisory industry. Mills has Series 63 and Series 66 licenses, designating the advisor as a securities representative. Mills is registered to serve customers in Florida, Iowa, Michigan and Texas. Throughout their career, they have worked at J.P. Morgan Securities Inc, Jpmorgan Chase Bank and Robert W. Baird & Co. Robert W. Baird & Co. Inc is based out of Cedar Rapids, Iowa, and operates out of 95 additional offices across the nation. As a firm, Robert W. Baird & Co. Inc manages $140 billion in assets throughout 156,595 client accounts and employs more than 2,622 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 80,887 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Robert W. Baird & Co. Inc offers 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
Joshua Mills Work History
Joshua has 10 years of experience.
Robert W. Baird & Co
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Joshua Mills has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Cedar Rapids, IA
Grass Valley, CA