Megan
Preston

Robert W. Baird & Co. Inc

CRD#6661994
Investment Advisor
in Milwaukee, WI

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About this Advisor

Megan Preston is a financial advisor whose office is in Milwaukee, Wisconsin. Currently a registered advisor with Robert W. Baird & Co. Inc, they have accumulated 10 years of practice in the financial advisory industry. Preston has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Preston is registered to work with investors in Colorado, Illinois and Wisconsin. During their career, Preston has held roles at Robert W. Baird, University Of Wisconsin-La Crosse, The Eagle'S Nest and Craig High School. Robert W. Baird & Co. Inc is headquartered in Milwaukee, Wisconsin, and has 169 additional offices in the country. In total, Robert W. Baird & Co. Inc manages $188 billion in assets covering 207,240 client accounts and employs more than 3,651 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 107,620 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 25% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Robert W. Baird & Co. Inc provides 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 firm may charge clients 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

Megan Preston Work History

Megan has 10 years of experience.

2018 - Present (3 years)

Robert W. Baird

2016 - 2017 (1 year)

Robert W. Baird

2015 - 2016 (1 year)

The Eagle'S Nest

2014 - 2017 (3 years)

University Of Wisconsin-La Crosse

2010 - 2014 (4 years)

Craig High School

Disclosures

Megan Preston has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Gary Love
Rockford, IL
Tawne Wandling
Evansville, IN
Matthew Schmidt
Fort Wayne, IN
Kathleen Mueller
Cleveland, OH
Taylor Porter
Lexington, KY
Andrew Malone
Chicago, IL
Casi Jones
Seattle, WA
Taylor Paules
Denver, CO

This content was compiled from the SEC and FINRA.

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