Robert Jacobsen
Robert Jacobsen is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Racine, 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
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
One Main St, Ste 300, Racine, WI, 53403
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Regulatory History (3)
Customer Dispute
June 2013Customer Dispute
March 2005Customer Dispute
August 2002Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations30 states
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.