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Michael Welch

41 Years of Experience
Birmingham, MI
Broker

Michael Welch is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Birmingham, MI, 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
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

300 Park St, Ste 240, Birmingham, MI, 48009

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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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Other Business Activities

Michael is a landlord for a property on Poppleton Place since February 2024 and a part owner of Gearhead Garage since March 2010. He spends minimal time on each of these non-investment related activities.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
July 1997 - Present · 29 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2002 - April 2005 · 3 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
June 1997 - July 1997 · 1 mo
The Ohio CompanyBroker
February 1985 - July 1997 · 12 yrs 5 mos
State Registrations27 states
AKAZCACOFLGAHIILKYMAMEMINCNJNMNVNYOHORPASCTNTXUTVAWAWI
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.
Michael Welch - Financial Advisor | TrueAdvisor