James Schultz
James Schultz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
777 East Wisconsin Ave, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns rental properties since 2018, spending minimal time collecting rent and paying bills. He is also a passive investor in Value Investment Partners RCP II LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Cleary Gull Investment Management Services INC.Broker
Cleary Gull Reiland & Mcdevitt INC.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations45 states
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