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 who is based in Milwaukee, Wisconsin. Currently an advisor at Robert W. Baird & Co. Inc, Mcguire has nine years of professional experience. Mcguire maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Mcguire can act as a financial advisor based out of Florida, Texas and Wisconsin. Mcguire has worked their whole career at Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is based out of Milwaukee, Wisconsin, and operates out of 95 other brick-and-mortar locations across the United States. In aggregate, Robert W. Baird & Co. Inc oversees $140 billion in assets covering 156,595 client accounts and employs more than 2,622 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 80,887 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Robert W. Baird & Co. Inc can provide 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 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

$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

Patrick Mcguire Work History

Patrick has 10 years of experience.

2010 - Present (10 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

Julie Tapke
Covington, KY
Ruben Rivas
Milwaukee, WI
Casi Jones
Seattle, WA
Richard Tapke
Covington, KY
Preston Daniells
Grass Valley, CA
Angela Wingfield
Houston, TX
Jennifer Le Clair-Bemis
Sheboygan, WI
Patrick Mcguire
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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