Robert W. Baird & Co. Inc
About this Advisor
Tiffany Kowieski is a financial advisor whose office is in Milwaukee, Wisconsin. Currently a registered investment advisor with Robert W. Baird & Co. Inc, Kowieski has 10 years of professional experience as a registered advisor. Kowieski maintains Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Kowieski can work with investors based out of Illinois and Wisconsin. Over the course of their career, they have held roles at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Northern Trust Bank, Northern Trust Securities Inc and Robert W. Baird & Co. Robert W. Baird & Co. Inc is based out of Milwaukee, Wisconsin, and has 169 additional brick-and-mortar locations in the country. As a registered investment advisory firm, Robert W. Baird & Co. Inc manages $188 billion in assets throughout 207,240 accounts and retains more than 3,651 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 107,620 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 25% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Robert W. Baird & Co. Inc provides 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 firm may charge clients 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
Tiffany Kowieski Work History
Tiffany has 10 years of experience.
Robert W. Baird & Co
Northern Trust Bank
Northern Trust Bank
Northern Trust Securities Inc
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Tiffany Kowieski has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc