Joshua
Mills

Robert W. Baird & Co. Inc

CRD#4768123
Investment Advisor
in Cedar Rapids, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, 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

200 5Th Avenue Se Suite 102
Cedar Rapids, IA 52401

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

IA Average: 43
Total Number of Accounts

156,595

IA Average: 1,898
Average Account Size

$895,664

IA Average: $1,489,234

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Joshua Mills Work History

Joshua has 10 years of experience.

2010 - Present (10 years)

Robert W. Baird & Co

2010 - 2010 (< 1 year)

J.P. Morgan Securities Inc

2010 - 2010 (< 1 year)

Jpmorgan Chase Bank

Disclosures

Joshua Mills has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Patrick Mcguire
Milwaukee, WI
Casi Jones
Seattle, WA
Joshua Mills
Cedar Rapids, IA
Preston Daniells
Grass Valley, CA
Nicholas Gomez
Milwaukee, WI
Ruben Rivas
Milwaukee, WI
Richard Tapke
Covington, KY
Julie Tapke
Covington, KY

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started