Robert W. Baird & Co. Inc
About this Advisor
Madelynn Wallen is a financial advisor operating out of Milwaukee, Wisconsin, with a total of 10 years of financial industry experience. Wallen is on the advisory team at Robert W. Baird & Co. Inc. Over the course of their career, Wallen has held roles at Robert W. Baird, University Of Wisonsin-Madison and Mlg Commercial. Wallen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Robert W. Baird & Co. Inc is a registered investment business based out of Milwaukee, Wisconsin. The investment advisory business has offices in 169 locations and a total of 3,651 people on staff. It controls $188 billion in assets under management among its 207,240 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 891 charities and foundations. Of its 207,240 customer accounts, 25% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides 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 vary depending on which service is offered. However, fees charged by Robert W. Baird & Co. Inc can include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robert W. Baird & Co. Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Madelynn Wallen Work History
Madelynn has 10 years of experience.
Robert W. Baird
Robert W. Baird
University Of Wisonsin-Madison
Madelynn Wallen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc