Tara
Pankow

Robert W. Baird & Co. Inc

CRD#6191859
Investment Advisor
in Racine, WI

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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

Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

One Main Street Suite 300
Racine, WI 53403

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

WI Average: $2,826,565,184
Total Number of Employees

2,622

WI Average: 43
Total Number of Accounts

156,595

WI Average: 1,898
Average Account Size

$895,664

WI Average: $1,489,234

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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
  • Other

Tara Pankow Work History

Tara has 12 years of experience.

2013 - Present (7 years)

Robert W. Baird

2012 - 2013 (1 year)

Meetings & Incentives

2011 - 2011 (< 1 year)

Uline

2008 - 2011 (3 years)

Johnson Bank

Disclosures

Tara Pankow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

John Brooks
Lexington, KY
Joshua Mills
Cedar Rapids, IA
Patrick Mcguire
Milwaukee, WI
Brooke Bradshaw
Appleton, WI
Julie Tapke
Covington, KY
Angela Wingfield
Houston, TX
Nicholas Gomez
Milwaukee, WI
Casi Jones
Seattle, WA

This content was compiled from the SEC and FINRA.

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