Robert W. Baird & Co. Inc
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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
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Cory Wessel Work History
Cory has 10 years of experience.
Robert W Baird & Co., Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
New Orleans Hornets
Cory Wessel has no disclosures.
Please visit their SEC profile for more details.