Brittany
Lee
Robert W. Baird & Co. Inc
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About this Advisor
Brittany Lee is a financial advisor who works out of Racine, Wisconsin. Lee is currently employed by Robert W. Baird & Co. Inc. Throughout their career, Lee has worked at Robert W. Baird, Professional Wealth Advisors, Planners Financial Group, Stir Crazy, The Borgen Project, Jose'S Blue Sombrero, Jake'S Burger, Michael'S Arts And Crafts, Animal Motel, Milwaukee Area Technical College, Carroll University, Summerfest and View Mke. Lee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Robert W. Baird & Co. Inc is a financial advisory company headquartered in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 financial advisors. It administers $248 billion in assets among its 316,065 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 customer accounts, 25% are held by high-net-worth clients who have more than $1 million in assets. The business has a diverse range 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 depend on which services are offered. Fee types charged by Robert W. Baird & Co. Inc can be comprised of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Brittany Lee Work History
Brittany has been registered as a financial advisor for 0 years.*
Robert W. Baird
Professional Wealth Advisors
Summerfest
Planners Financial Group
View Mke
The Borgen Project
Stir Crazy
Carroll University
Jose'S Blue Sombrero
Jake'S Burger
Michael'S Arts And Crafts
Milwaukee Area Technical College
Animal Motel
*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 Brittany Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
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