Cory
Wessel

Robert W. Baird & Co. Inc

CRD#5845633
Investment Advisor
in Raleigh, NC

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About this Advisor

Cory Wessel is a financial advisor based in Raleigh, North Carolina, who has been in the advisory business for 11 years. Wessel is an advisor for Robert W. Baird & Co. Inc. Over the course of their career, Wessel has held roles at Wells Fargo Advisors LLC, New Orleans Hornets, Wells Fargo Clearing Services, LLC and Robert W Baird & Co., Inc. Wessel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Maryland, North Carolina and Texas. Robert W. Baird & Co. Inc is a firm that has its headquarters in Raleigh, North Carolina. The firm has offices in 95 locations and a total of 2,622 financial advisors. It administers $140 billion in total assets among its 156,595 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 725 charitable organizations. Of its 156,595 customer accounts, 24% belong to high-net-worth investors who have more than $1 million in assets. Robert W. Baird & Co. Inc offers a number of services, such as 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. A financial advisor's fees typically are based on which service is provided. Fees billed by Robert W. Baird & Co. Inc likely include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

3600 Glenwood Avenue Suite 200
Raleigh, NC 27612

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

NC Average: 43
Total Number of Accounts

156,595

NC Average: 1,898
Average Account Size

$895,664

NC 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

Cory Wessel Work History

Cory has 12 years of experience.

2018 - Present (2 years)

Robert W Baird & Co., Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2008 - 2010 (2 years)

New Orleans Hornets

Disclosures

Cory Wessel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Nicholas Gomez
Milwaukee, WI
Ruben Rivas
Milwaukee, WI
Angela Wingfield
Houston, TX
Brooke Bradshaw
Appleton, WI
Richard Tapke
Covington, KY
Joshua Mills
Cedar Rapids, IA
John Brooks
Lexington, KY
Patrick Mcguire
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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