Tiffany
Kowieski

Robert W. Baird & Co. Inc

CRD#5357168
Investment Advisor
in Milwaukee, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 66

Years of Experience

10 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

777 East Wisconsin Ave
Milwaukee, WI 53202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

WI Average: 43
Total Number of Accounts

207,240

WI Average: 1,898
Average Account Size

$908,380

WI Average: $1,489,234

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Tiffany Kowieski Work History

Tiffany has 10 years of experience.

2015 - Present (6 years)

Robert W. Baird & Co

2013 - 2015 (2 years)

Northern Trust Bank

2012 - 2013 (1 year)

Northern Trust Bank

2012 - 2014 (2 years)

Northern Trust Securities Inc

2010 - 2012 (2 years)

J.P. Morgan Securities Inc

2010 - 2012 (2 years)

Jpmorgan Chase Bank

Disclosures

Tiffany Kowieski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Scott Willkomm
Appleton, WI
Timothy Ganahl
Bellevue, WA
Dan Gilipsky
Milwaukee, WI
Chris Schliepp
Wausau, WI
Paul Mcwane
Lynchburg, VA
Traci Bryson
Denver, CO
Robert Mccarron
Akron, OH
Michael Parrott
Charlotte, NC

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started