Robert
Russ
Robert W. Baird & Co. Inc
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About this Advisor
Robert Russ is a financial advisor based in Waukesha, Wisconsin with a total of 4 years of industry experience. Russ is on the advisory team at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Brennan Landscaping, Wauwatosa Recreation Department, River Club Of Mequon, Ozaukee Country Club, Stone Manor Bridal, Wauwatosa East High School, Baird and Fc Wisconsin. Russ holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Texas and Wisconsin. Robert W. Baird & Co. Inc is a company that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 people on staff. It oversees $248 billion in assets under management across its 316,065 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 client accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including 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. A financial advisor's fees are based on the financial services offered. Fee types billed by Robert W. Baird & Co. Inc may include any 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
Robert Russ Work History
Robert has been registered as a financial advisor for 4 years.*
Fc Wisconsin
Wauwatosa East High School
Baird
River Club Of Mequon
Northwestern Mutual Investment Services LLC
Baird
Baird
Northwestern Mutual Life Insurance Company
Stone Manor Bridal
Wauwatosa East High School
Ozaukee Country Club
Brennan Landscaping
Wauwatosa Recreation Department
*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 Robert Russ to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robert W. Baird & Co. Inc
Houston, TX
Milwaukee, WI
Denver, CO
Milwaukee, WI
Houston, TX
Denver, CO
Milwaukee, WI
Louisville, KY
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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