James
Puissant
Robert W. Baird & Co. Inc
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About this Advisor
James Puissant is a financial advisor who works out of Green Bay, Wisconsin who has 1 year of relevant experience. Puissant is on the advisory team at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Baird, Hka Global, The Kenrich Group, Full Time Student (University Of Minnesota), Orbital Atk (Acquired By Northrop Grumman), Pioneer Metal Finishing, Full Time Student (University Of Wisconsin-Eau Claire), Thornberry Creek At Oneida Golf Course, Oneida Golf & Country Club and Full Time Student (Bay Port High School). Puissant holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Wisconsin. Robert W. Baird & Co. Inc is a financial advisory business that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 advisors. It oversees $248 billion in assets among its 316,065 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a number 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. Fees for financial advisory services largely vary depending on which services are offered. However, fees charged by Robert W. Baird & Co. Inc may include some blend 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
James Puissant Work History
James has been registered as a financial advisor for 1 years.*
Baird
Hka Global
The Kenrich Group
The Kenrich Group
Full Time Student (University Of Minnesota)
Orbital Atk (Acquired By Northrop Grumman)
Full Time Student (University Of Minnesota)
Pioneer Metal Finishing
Full Time Student (University Of Wisconsin-Eau Claire)
Thornberry Creek At Oneida Golf Course
Baird
Full Time Student (University Of Wisconsin-Eau Claire)
Thornberry Creek At Oneida Golf Course
Full Time Student (University Of Wisconsin-Eau Claire)
Oneida Golf & Country Club
Full Time Student (Bay Port High School)
Oneida Golf & Country Club
Full Time Student (Bay Port High School)
*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 James Puissant 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
Covington, KY
Waukesha, WI
Davidson, NC
Milwaukee, WI
Houston, TX
Denver, CO
Denver, CO
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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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.
