Zachary
Chamberlain
Robert W. Baird & Co. Inc
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About this Advisor
Zachary Chamberlain is a certified financial planner and chartered financial consultant who works in Louisville, Kentucky who has 1 year of relevant experience. Chamberlain is an advisor for Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at Northwestern Mutual Investment Services, LLC, Lucas Chamberlain, Patrick Robison, Baird, Northwestern Mutual Wealth Management Company and Mitchell Barnes. Chamberlain maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Kentucky. Robert W. Baird & Co. Inc is a financial advisory business operating out of Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 employees. It oversees $248 billion in total assets between its 316,065 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 customer accounts, 25% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Robert W. Baird & Co. Inc provides a number of services, including 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. Financial management fees largely are based on which services the firm provides the client. However, fees charged by Robert W. Baird & Co. Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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
Zachary Chamberlain Work History
Zachary has been registered as a financial advisor for 1 years.*
Baird
Lucas Chamberlain
Patrick Robison
Northwestern Mutual Wealth Management Company
Mitchell Barnes
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Chamberlain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
