Colin
Kavanaugh

Robert W. Baird & Co. Inc

CRD#5902064
Investment Advisor
in Milwaukee, WI

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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

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

777 East Wisconsin Ave
Milwaukee, WI 53202

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

WI Average: 43
Total Number of Accounts

207,240

WI Average: 1,898
Average Account Size

$908,380

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

Colin Kavanaugh Work History

Colin has 10 years of experience.

2015 - Present (6 years)

Robert W. Baird & Co

2011 - 2015 (4 years)

Wells Fargo Funds Distributor, LLC

2010 - 2011 (1 year)

Guaranty Bank

2010 - 2010 (< 1 year)

Noodles & Company

Disclosures

Colin Kavanaugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

William Paarlberg
Holland, MI
Jacob Layden
Cleveland, OH
Taylor Porter
Lexington, KY
Timothy Ganahl
Bellevue, WA
Robert Mccarron
Akron, OH
Christopher Peters
Scottsdale, AZ
Clayton Finkes
Akron, OH
Lauren Post
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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