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 operating out of Raleigh, North Carolina, who has been in the financial industry for 10 years. Wessel works at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, New Orleans Hornets, Wells Fargo Clearing Services, LLC and Robert W Baird & Co., Inc. Wessel has a Series 66 license, certifying 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 financial advisory firm based out of Raleigh, North Carolina. The firm has offices in 81 locations and a total of 2,366 employees. It administers $133 billion in assets under management across its 137,293 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 644 charities and foundations. Of its 137,293 customer accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. The company offers 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. Fees for financial advisory services largely vary depending on the type of financial services. However, fee types billed by Robert W. Baird & Co. Inc can include some combination of 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

3600 Glenwood Avenue Suite 200
Raleigh, NC 27612

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$132,486,000,627

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

2,366

NC Average: 43
Total Number of Accounts

137,293

NC Average: 1,898
Average Account Size

$964,987

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 10 years of experience.

2018 - Present (1 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.

This content was compiled from the SEC and FINRA.

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