Robert W. Baird & Co. Inc
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About this Advisor
Brooke Bradshaw is a financial advisor whose office is in Appleton, Wisconsin. Currently a registered financial advisor with Robert W. Baird & Co. Inc, Bradshaw has nine years of professional experience in the financial advisory industry. Bradshaw holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bradshaw is able to work with clients in Wisconsin. During their career, Bradshaw has held roles at Robert W Baird & Co, Robert W Baird & Company, Keep Collective, Brown County Human Services Department, Full-Time Education and Victoria Secrets. Robert W. Baird & Co. Inc is headquartered in Appleton, Wisconsin, and operates out of 95 locations in the country. As a company, Robert W. Baird & Co. Inc manages $140 billion in assets dispersed across 156,595 client accounts and employs more than 2,622 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 80,887 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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
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
Brooke Bradshaw Work History
Brooke has 10 years of experience.
Robert W Baird & Co
Robert W Baird & Company
Brown County Human Services Department
Brooke Bradshaw has no disclosures.
Please visit their SEC profile for more details.
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