Michael
Leifeld

Robert W. Baird & Co. Inc

CRD#6930562
Investment Advisor
in Battle Creek, MI

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About this Advisor

Michael Leifeld is a financial advisor based out of Battle Creek, Michigan with a total of 4 years of industry experience. Leifeld is currently employed by Robert W. Baird & Co. Inc. Over the course of their career, Leifeld has held roles at Battle Creek Enquires, Firekeeper'S Casino, Gallagher Uniform, J.J.B. Hilliard Wl Lyons, Jjb Hilliard Wl Lyons LLC and Robert W. Baird & Co. Inc. Leifeld maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Michigan and Texas. Robert W. Baird & Co. Inc is a financial advisory firm that has its headquarters in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It controls $248 billion in assets under management among its 316,065 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a broad 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 usually depend on which service is provided. However, fees charged by Robert W. Baird & Co. Inc most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

4625 Beckley Road, Building 200
Battle Creek, MI 49015

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

MI Average: 43
Total Number of Accounts

316,065

MI Average: 1,898
Average Account Size

$783,985

MI 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

Michael Leifeld Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Jjb Hilliard Wl Lyons LLC

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2018 - 2019 (1 year)

J.J.B. Hilliard Wl Lyons

2016 - 2018 (2 years)

Gallagher Uniform

2011 - 2015 (4 years)

Battle Creek Enquires

2009 - 2016 (7 years)

Firekeeper'S Casino

*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 Michael Leifeld 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

Gregory Pinsky
Milwaukee, WI
Michelle Rossi-Weida
Milwaukee, WI
Gina Harbison
Pittsburgh, PA
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Patricia Latimer
Murray, KY
Deane Gauthier
Hendersonville, NC
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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