Staci
Allen
Robert W. Baird & Co. Inc
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About this Advisor
Staci Allen is a financial advisor based in Green Bay, Wisconsin, working with Robert W. Baird & Co. Inc. Staci has previously held positions at Anchor Bank, Lpl Financial LLC, and Robert W Baird & Co., Inc. Staci has passed the Series 66 regulatory exam and is registered to provide services in Florida and Wisconsin. Currently, Staci is part of Robert W. Baird & Co. Inc, which operates out of Green Bay, Wisconsin. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$287,514,955,453
4,069
331,500
$867,315
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
Staci Allen Work History
Robert W Baird & Co., Inc
Lpl Financial LLC
Anchor Bank
Disclosures
Please visit the SEC profile of Staci Allen 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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