Robert W. Baird & Co. Inc
About this Advisor
Colin Kavanaugh is a financial advisor based in Milwaukee, Wisconsin. Currently an investment advisor with Robert W. Baird & Co. Inc, they have accumulated 10 years of practice in the financial advisory industry. Kavanaugh holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Kavanaugh is registered to work with clients in Wisconsin. Throughout their career, Kavanaugh has worked at Guaranty Bank, Noodles & Company, Wells Fargo Funds Distributor, LLC and Robert W. Baird & Co. Robert W. Baird & Co. Inc is headquartered in Milwaukee, Wisconsin, and has 169 additional offices in the country. As an advisor firm, Robert W. Baird & Co. Inc manages $188 billion in assets covering 207,240 accounts and employs more than 3,651 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 107,620 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the firm's clients are high-net-worth individuals, meaning they have more than $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's fees may include 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
Colin Kavanaugh Work History
Colin has 10 years of experience.
Robert W. Baird & Co
Wells Fargo Funds Distributor, LLC
Noodles & Company
Colin Kavanaugh has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc