Paisley
Wessel

Robert W. Baird & Co. Inc

CRD#1074504
Investment Advisor
in Raleigh, NC
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About this Advisor

Paisley Wessel is a certified financial planner located in Raleigh, North Carolina. Currently a registered advisor at Robert W. Baird & Co. Inc, they have accumulated 15 years of practice in the financial advisory industry. Wessel holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Wessel can work with investors in Florida, Maryland, North Carolina and Texas. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Robert W Baird & Co., Inc and Wells Fargo Clearing Services, LLC. Robert W. Baird & Co. Inc is based out of Raleigh, North Carolina, and operates out of 81 other offices across the nation. In total, Robert W. Baird & Co. Inc oversees $133 billion in assets dispersed across 137,293 client accounts and employs more than 2,366 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 72,936 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Robert W. Baird & Co. Inc offers 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. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

Paisley Wessel Work History

Paisley has 15 years of experience.

2018 - Present (1 year)

Robert W Baird & Co., Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Paisley 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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