Robert W. Baird & Co. Inc
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
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Megan Preston Work History
Megan has 10 years of experience.
Robert W. Baird
Robert W. Baird
The Eagle'S Nest
University Of Wisconsin-La Crosse
Craig High School
Megan Preston has no disclosures.
Please visit their SEC profile for more details.
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