Thomas Linn
Thomas Linn is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 39 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 (2)
Customer Dispute
March 2007Customer Dispute
June 2001Other Business Activities
Thomas is involved with several organizations, including The Women's Care Center of Milwaukee (as Board Member, President & Chairman), The Women's Care Center of Milwaukee Mother Mary Corporation (as Board Member, Officer, President), The Fatima Foundation of Milwaukee (as Trustee), Augbern LLC (as LLC Voting member), Mental Health Bookkeeping, Inc. (as Business Owner), and Saint Francis de Sales Seminary Endowment (as Board Member). These activities require minimal time commitment, except for The Women's Care Center of Milwaukee, which requires a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations40 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.