GA
GA

Gregory Abbott

43 Years of Experience
Chetek, WI
Broker

Gregory Abbott is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Chetek, WI, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

Chetek, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 1997 - Present · 28 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
June 1994 - Present · 31 yrs 11 mos
Robert W. Baird & CO. Incorporated
June 1994 - Present · 31 yrs 11 mos
Previous Registrations
Everen Securities, INC.Broker
September 1990 - June 1994 · 3 yrs 9 mos
Blunt Ellis & Loewi IncorporatedBroker
December 1982 - September 1990 · 7 yrs 9 mos
Cigna Securities, INC.Broker
June 1982 - December 1982 · 6 mos
State Registrations27 states
ALARAZCACOFLGAIAILINKSKYMAMDMIMNMONCOHOKPATNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.