Michelle
Cruz
Robert W. Baird & Co. Inc
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About this Advisor
Michelle Cruz is a financial advisor working in Milwaukee, Wisconsin, with 9 years of industry experience. Cruz works at Robert W. Baird & Co. Inc. The advisor has gained experience at Jerry David, Northwestern Mutual Investment Services, LLC and Robert W Baird & Co. Cruz has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in 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 people on staff. It administers $248 billion in total assets across its 316,065 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs 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. Financial advisory fee schedules usually are based on which services are offered. However, fees billed by Robert W. Baird & Co. Inc most likely consist 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
Michelle Cruz Work History
Michelle has been registered as a financial advisor for 9 years.*
Robert W Baird & Co
Jerry David
Northwestern Mutual Investment Services, LLC
*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 Michelle Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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