Noah
Polk

Robert W. Baird & Co. Inc

CRD#6452602
Investment Advisor
in Louisville, KY

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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.

Certifications and Registrations

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

4801 Olympia Park Plaza Suite 1000
Louisville, KY 40241

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

KY Average: 43
Total Number of Accounts

207,240

KY Average: 1,898
Average Account Size

$908,380

KY 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

Noah Polk Work History

Noah has 10 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2018 - Present (3 years)

Jjb Hilliard Wl Lyons LLC

2017 - 2018 (1 year)

Jjb Hilliard Wl Lyons LLC

2015 - 2017 (2 years)

Jjb Hilliard Wl Lyons LLC

2014 - 2014 (< 1 year)

Kentucky Baptist Convention

2014 - 2015 (1 year)

Cedar Lake

2010 - 2014 (4 years)

Morehead State University

Disclosures

Noah Polk has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Madelynn Wallen
Milwaukee, WI
Robert Reames
Lexington, KY
Noah Polk
Louisville, KY
Daniel Schmidt
Fort Wayne, IN
Colin Kavanaugh
Milwaukee, WI
Tiffany Kowieski
Milwaukee, WI
Eric Froistad
Minneapolis, MN
Anne Brandon
Louisville, KY

This content was compiled from the SEC and FINRA.

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