Gregory
Sommersberger

Robert W. Baird & Co. Inc

CRD#4412817
Investment Advisor
in Mequon, WI

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About this Advisor

Gregory Sommersberger is a financial advisor based in Mequon, Wisconsin, working with Robert W. Baird & Co. Inc. Gregory has previously held a position at Robert W. Baird. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Illinois, Texas, and Wisconsin. Currently, Gregory is part of Robert W. Baird & Co. Inc, which operates out of Mequon, Wisconsin. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Others

Office Location

1539 W. Market Street
Mequon, WI 53092

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

WI Average: 43
Total Number of Accounts

331,500

WI Average: 1,898
Average Account Size

$867,315

WI Average: $1,489,234

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

Gregory Sommersberger Work History

2003 - Present (21 years)

Robert W. Baird

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Sommersberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Hillery Emms
Fort Worth, TX
William Mcginty
Sarasota, FL
Brianna Kvam
Milwaukee, WI
Leah Strickland
Greenville, SC
Sam Ellington
Louisville, KY
Brett Selke
Milwaukee, WI
Sissi Sondgroth
Seattle, WA
Ryan Eastman
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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