Nicholas
Gomez

Robert W. Baird & Co. Inc

CRD#6292160
Investment Advisor
in Milwaukee, WI

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About this Advisor

Nicholas Gomez is a financial advisor based in Milwaukee, Wisconsin, who has been in the industry for 9 years. Gomez is currently employed by Robert W. Baird & Co. Inc. Throughout their career, they have worked at Robert W. Baird & Co, United States Army, Wisconsin Army National Guard, Edward Jones, Uline, U.S. Bancorp, Hudson Legal, Greenfield School District and Active Communications International. Gomez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Wisconsin. Robert W. Baird & Co. Inc is an advisory business that has its headquarters in Milwaukee, Wisconsin. The firm has offices in 95 locations and a total of 2,622 people on staff. It handles $140 billion in assets between its 156,595 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 725 charities and foundations. Of its 156,595 accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets. Robert W. Baird & Co. Inc 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. Fees charged by financial advisors usually are based on which services are provided. Fees billed by Robert W. Baird & Co. Inc most likely consist of 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

$140,256,468,481

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

2,622

WI Average: 43
Total Number of Accounts

156,595

WI Average: 1,898
Average Account Size

$895,664

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

Nicholas Gomez Work History

Nicholas has 10 years of experience.

2015 - Present (5 years)

Robert W. Baird & Co

2014 - 2015 (1 year)

United States Army

2014 - 2014 (< 1 year)

Wisconsin Army National Guard

2014 - 2014 (< 1 year)

Edward Jones

2013 - 2013 (< 1 year)

Wisconsin Army National Guard

2013 - 2013 (< 1 year)

Uline

2013 - 2013 (< 1 year)

Wisconsin Army National Guard

2013 - 2013 (< 1 year)

U.S. Bancorp

2011 - 2013 (2 years)

Hudson Legal

2011 - 2011 (< 1 year)

United States Army

2011 - 2011 (< 1 year)

Hudson Legal

2010 - 2010 (< 1 year)

Greenfield School District

2010 - 2010 (< 1 year)

Active Communications International

Disclosures

Nicholas Gomez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Richard Tapke
Covington, KY
Julie Tapke
Covington, KY
Joshua Mills
Cedar Rapids, IA
Casi Jones
Seattle, WA
Brooke Bradshaw
Appleton, WI
Nicholas Gomez
Milwaukee, WI
Ruben Rivas
Milwaukee, WI
Angela Wingfield
Houston, TX

This content was compiled from the SEC and FINRA.

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