Robert W. Baird & Co. Inc
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About this Advisor
Sarah Wester is a financial advisor based in Milwaukee, Wisconsin, with 11 years of work experience. Wester is an employee of Robert W. Baird & Co. Inc. During their career, Wester has held roles at Robert W. Baird Inc, Nesi and Mps. Wester maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Robert W. Baird & Co. Inc is an advisory business headquartered in Milwaukee, Wisconsin. The investment advisory business has offices in 95 locations and a total of 2,622 employees. It administers $140 billion in total assets between its 156,595 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 725 charities and foundations. Of its 156,595 client accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Robert W. Baird & Co. Inc has a wide set 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. Fees for financial advisory services usually depend on which services are provided. Fee types billed by Robert W. Baird & Co. Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Sarah Wester Work History
Sarah has 12 years of experience.
Robert W. Baird Inc
Sarah Wester has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Cedar Rapids, IA