Isaac
Brewer

Robert W. Baird & Co. Inc

CRD#2623449
Investment Advisor
in Waukesha, WI

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About this Advisor

Isaac Brewer is a financial advisor based in Waukesha, Wisconsin, working with Robert W. Baird & Co. Inc. Isaac has previously held positions at Robert W. Baird & Co. Inc and Robert W Baird & Co. Isaac has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Texas, and Wisconsin. Currently, Isaac is part of Robert W. Baird & Co. Inc, which operates out of Waukesha, 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 65

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

N17 W24222 Riverwood Dr, Ste 240 One Riverwood Place
Waukesha, WI 53188

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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

Isaac Brewer Work History

2001 - Present (23 years)

Robert W Baird &Co

1995 - Present (29 years)

Robert W. Baird & Co. Inc

Disclosures

Please visit the SEC profile of Isaac Brewer 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
Michael Mucha
Milwaukee, WI
Brandon Coppa
Pittsburgh, PA
Colin Backert
Louisville, KY
Michael Gerschke
Wausau, WI
Christopher Klopatek
Milwaukee, WI
David Mathias
Scottsdale, AZ
Savanna Atlas
Seattle, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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