Brooke
Bradshaw

Robert W. Baird & Co. Inc

CRD#6343331
Investment Advisor
in Appleton, WI

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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

Series 66

Years of Experience

10 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

3913 W. Prospect Avenue Suite 301
Appleton, WI 54914

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

WI Average: $2,826,565,184
Total Number of Employees

2,622

WI Average: 43
Total Number of Accounts

156,595

WI Average: 1,898
Average Account Size

$895,664

WI 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

Brooke Bradshaw Work History

Brooke has 10 years of experience.

2016 - Present (4 years)

Robert W Baird & Co

2016 - Present (4 years)

Keep Collective

2014 - 2016 (2 years)

Robert W Baird & Company

2014 - 2015 (1 year)

Brown County Human Services Department

2013 - 2014 (1 year)

Victoria Secrets

2012 - 2016 (4 years)

Full-Time Education

Disclosures

Brooke Bradshaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Angela Wingfield
Houston, TX
Nicholas Gomez
Milwaukee, WI
Preston Daniells
Grass Valley, CA
Casi Jones
Seattle, WA
Joshua Mills
Cedar Rapids, IA
John Brooks
Lexington, KY
Patrick Mcguire
Milwaukee, WI
Ruben Rivas
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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