Heather
Winslow

Robert W. Baird & Co. Inc

CRD#2638098
Investment Advisor
in Portland, ME

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About this Advisor

Heather Winslow is a financial advisor who works out of Portland, Maine with a total of 8 years of relevant experience. Winslow works at Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Robert W Baird & Co. Winslow has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Maine. Robert W. Baird & Co. Inc is a registered investment business headquartered in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 people on staff. It administers $248 billion in total assets between its 316,065 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Robert W. Baird & Co. Inc provides a diverse array 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. Fees for financial advisory services typically depend on the type of financial services provided. Fees billed by Robert W. Baird & Co. Inc likely include any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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, Others

Office Location

129 Middle Street Suite 200
Portland, ME 04101

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

ME Average: 43
Total Number of Accounts

316,065

ME Average: 1,898
Average Account Size

$783,985

ME Average: $1,489,234

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

Heather Winslow Work History

Heather has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Robert W Baird & Co

2009 - 2015 (6 years)

Wells Fargo Advisors 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 Heather Winslow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Gina Harbison
Pittsburgh, PA
Brian Hungerford
Greenville, SC
Waymon Tipton
Nashville, TN
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Kelly Heppe
Denver, CO
Traci Bryson
Denver, CO
Angela Taylor
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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