Robert W. Baird & Co. Inc
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About this Advisor
Tara Pankow is a financial advisor based out of Racine, Wisconsin, with 11 years in the industry. Pankow is an advisor for Robert W. Baird & Co. Inc. Throughout their career, Pankow has worked at Robert W. Baird, Meetings & Incentives, Uline and Johnson Bank. Pankow maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Wisconsin. Robert W. Baird & Co. Inc is an advisory business based in Racine, Wisconsin. The firm has offices in 95 locations and a total of 2,622 people on staff. It controls $140 billion in assets across its 156,595 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 725 charities and foundations. Of its 156,595 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a broad array 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Robert W. Baird & Co. Inc likely include any combination 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
Tara Pankow Work History
Tara has 12 years of experience.
Robert W. Baird
Meetings & Incentives
Tara Pankow has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Cedar Rapids, IA