Preston
Stary
Robert W. Baird & Co. Inc
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About this Advisor
Preston Stary is a financial advisor who works out of Green Bay, Wisconsin with 1 year of relevant experience. Stary currently works for Robert W. Baird & Co. Inc. Stary has gained experience at Coldwell Banker Residential Brokerage, Associated Bank, Franklin Templeton, Bay Beach Amusement Park, Onemain Financial, Full-Time Education and Baird. Stary maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Robert W. Baird & Co. Inc is a business that has its headquarters in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in assets under management between its 316,065 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides 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 for financial management largely vary depending on which services the firm provides the client. Fee types charged by Robert W. Baird & Co. Inc likely consist of some blend 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
Preston Stary Work History
Preston has been registered as a financial advisor for 1 years.*
Baird
Franklin Templeton
Franklin Templeton
Coldwell Banker Residential Brokerage
Associated Bank
Coldwell Banker Residential Brokerage
Coldwell Banker Residential Brokerage
Onemain Financial
Full-Time Education
Bay Beach Amusement Park
Full-Time Education
Bay Beach Amusement Park
Full-Time Education
Bay Beach Amusement Park
Full-Time Education
Full-Time Education
*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 Preston Stary 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.