Katherine Shalbrack
Katherine Shalbrack is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Racine, WI, with 41 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
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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Katherine is on the Finance Committee for St Joseph Congregation, a Catholic Church, making financial decisions for the church and school. This requires minimal time and does not occur during securities trading hours.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Dain Bosworth IncorporatedBroker
Blunt Ellis & Loewi IncorporatedBroker
The Milwaukee CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations30 states
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