Patrick
Mcguire

Robert W. Baird & Co. Inc

CRD#4192670
Investment Advisor
in Milwaukee, WI

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About this Advisor

Patrick Mcguire is an advisor in Milwaukee, Wisconsin. Currently a registered advisor at Robert W. Baird & Co. Inc, they have accrued 10 years of work experience. Mcguire holds Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Mcguire is registered to work with clients in Florida, Texas and Wisconsin. Mcguire has spent their whole career at Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is based out of Milwaukee, Wisconsin, and operates out of 169 offices in the United States. As a company, Robert W. Baird & Co. Inc oversees $188 billion in assets dispersed across 207,240 client accounts and employs more than 3,651 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 107,620 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 25% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Robert W. Baird & Co. Inc offers 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's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, 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

Patrick Mcguire Work History

Patrick has 10 years of experience.

2010 - Present (11 years)

Robert W. Baird & Co

Disclosures

Patrick Mcguire has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Emily Johnson
Charleston, SC
Brandon Pribyl
Davenport, IA
Chad Afdahl
Milwaukee, WI
Donald Mccunniff
Milwaukee, WI
Matthew Mazurek
Birmingham, MI
Rachel Hubbard
Indianapolis, IN
Susan Foerg
Denver, CO

This content was compiled from the SEC and FINRA.

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