Derek
Polczynski
Robert W. Baird & Co. Inc
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About this Advisor
Derek Polczynski is a financial advisor who works in Milwaukee, Wisconsin. Polczynski currently works for Robert W. Baird & Co. Inc. During their career, the advisor has held roles at Baird, Steinhafels, Amazon, Milwaukee School Of Engineering, The Legend Clubs and N/A. Polczynski holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. Robert W. Baird & Co. Inc is an advisory business headquartered in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 employees. It has $248 billion in assets between its 316,065 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 accounts, 25% belong to high-net-worth investors who have at least $1 million in assets available to invest. Robert W. Baird & Co. Inc offers a number 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. Fees for financial management typically are based on the type of services offered. However, fees billed by Robert W. Baird & Co. Inc likely include any combination 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
Derek Polczynski Work History
Derek has been registered as a financial advisor for 0 years.*
Baird
Steinhafels
Amazon
Milwaukee School Of Engineering
The Legend Clubs
N/A
*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 Derek Polczynski 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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