Robert W. Baird & Co. Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robert W. Baird & Co. Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Patrick Mcguire Work History
Patrick has 10 years of experience.
Robert W. Baird & Co
Patrick Mcguire has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Grass Valley, CA