Noah
Polk

About this Advisor

Noah Polk is a financial advisor in Louisville, Kentucky. Currently an advisor with Robert W. Baird & Co. Inc, Polk has 10 years of experience as a financial advisor. Polk holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Polk can work with customers based out of Kentucky. Throughout their career, they have worked at Jjb Hilliard Wl Lyons LLC, Morehead State University, Kentucky Baptist Convention, Cedar Lake and Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is based out of Louisville, Kentucky, and has 169 other offices in the country. As an advisor firm, Robert W. Baird & Co. Inc oversees $188 billion in assets throughout 207,240 client accounts and retains more than 3,651 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 107,620 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 25% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Robert W. Baird & Co. Inc can provide 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 may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.