Madelynn
Wallen

Robert W. Baird & Co. Inc

CRD#6198535
Investment Advisor
in Milwaukee, WI

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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

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

777 East Wisconsin Ave
Milwaukee, WI 53202

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

WI Average: 43
Total Number of Accounts

207,240

WI Average: 1,898
Average Account Size

$908,380

WI Average: $1,489,234

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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

Madelynn Wallen Work History

Madelynn has 10 years of experience.

2014 - Present (7 years)

Robert W. Baird

2013 - 2013 (< 1 year)

Robert W. Baird

2012 - 2012 (< 1 year)

Mlg Commercial

2010 - 2014 (4 years)

University Of Wisonsin-Madison

Disclosures

Madelynn Wallen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Andrew Malone
Chicago, IL
Lee Parece
Lynchburg, VA
Taylor Porter
Lexington, KY
Samantha Sparks
Milwaukee, WI
Noah Polk
Louisville, KY
Scott Schoenfeld
Seattle, WA
Scott Komaromy
Elgin, IL
Brenna Olson
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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