Gregory
Thomson
Robert W. Baird & Co. Inc
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About this Advisor
Gregory Thomson is a financial advisor working out of Waukesha, Wisconsin with 29 years of industry experience. Thomson is an employee of Robert W. Baird & Co. Inc. They have spent their entire time as a financial advisor at Robert W. Baird & Co. Inc. Thomson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Texas and Wisconsin. Robert W. Baird & Co. Inc is an advisory firm based out of Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It administers $248 billion in total assets across its 316,065 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 1,212 charities and foundations. Of its 316,065 customer accounts, 25% belong to high-net-worth clients who have more than $1 million in assets available to invest. Robert W. Baird & Co. Inc has a wide range of services, including 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. Financial management fee schedules usually depend on which service is provided. Fee types billed by Robert W. Baird & Co. Inc can include some 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
Gregory Thomson Work History
Gregory has been registered as a financial advisor for 29 years.*
Robert W. Baird & Co. Inc
*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 Gregory Thomson 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
Milwaukee, WI
Grand Junction, CO
Denver, CO
Waukesha, WI
Houston, TX
Roseville, CA
Houston, TX
Louisville, KY
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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