Michael
Vassar
Robert W. Baird & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Vassar is a certified financial planner operating in Cincinnati, Ohio with a total of 1 year of industry experience. Vassar is currently employed by Robert W. Baird & Co. Inc. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Miami University, Buca Di Beppo, Charles Schwab & Co., Inc, Charles Schwab Bank, Bartlett Wealth Management and Robert W. Baird & Co. Inc. Vassar has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Florida, Ohio, Texas and Wisconsin. Robert W. Baird & Co. Inc is an advisory company based in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It oversees $248 billion in total assets across its 316,065 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 1,212 charitable organizations. Of its 316,065 customer accounts, 25% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a diverse 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 management typically vary depending on which services the firm provides the client. However, fees charged by Robert W. Baird & Co. Inc may include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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 Vassar Work History
Michael has been registered as a financial advisor for 1 years.*
Robert W. Baird & Co. Inc
Bartlett Wealth Management
Charles Schwab & Co., Inc
Charles Schwab Bank
Fidelity Brokerage Services LLC
Buca Di Beppo
Buca Di Beppo
Miami University
*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 Vassar 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
Roseville, CA
Grand Junction, CO
Milwaukee, WI
Houston, TX
Houston, TX
Denver, CO
Denver, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
