Michael
Milligan

Robert W. Baird & Co. Inc

CRD#5706656
Investment Advisor
in West Des Moines, IA
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About this Advisor

Michael Milligan is a financial advisor based in West Des Moines, Iowa. Currently a registered financial advisor at Robert W. Baird & Co. Inc, they have accumulated 13 years of professional experience in the financial advisory industry. Milligan has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Milligan is registered to operate in Florida and Iowa. Over the course of their career, Milligan has held roles at D.M. Kelly & Company, Iowa Democratic Party, Dmkc Advisory Services LLC and Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is located in West Des Moines, Iowa, and has 81 other offices across the nation. In aggregate, Robert W. Baird & Co. Inc oversees $133 billion in assets throughout 137,293 accounts and employs more than 2,366 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 72,936 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have more 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 66

Years of Experience

13 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

4500 Westown Parkway Suite 201
West Des Moines, IA 50266

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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

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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
  • Other

Michael Milligan Work History

Michael has 13 years of experience.

2013 - Present (6 years)

Robert W. Baird & Co. Inc

2009 - 2013 (4 years)

D.M. Kelly & Company

2009 - 2013 (4 years)

Dmkc Advisory Services LLC

2005 - 2009 (4 years)

Iowa Democratic Party

Disclosures

Michael Milligan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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