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Robert Schrieber

38 Years of Experience
Elgin, IL
1 DisclosureBroker

Robert Schrieber is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elgin, IL, with 38 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

2155 Point Blvd, Suite 100, Elgin, IL, 60123

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
Other Business Activities

Robert is a 30% owner of Corriangel Inc. He also serves as a co-trustee for his parents, acts as a board member for Marengo Banc Shares, and is an owner/member of Jorie Healthcare LLC, a passive investor/LLC member of TSD Ventures, LLC, and an LLC member of Chroma LLC.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2019 - Present · 7 yrs 4 mos
Robert W. Baird & CO. Incorporated
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2019 · 11 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2008 - March 2019 · 11 yrs 2 mos
A. G. Edwards & Sons, INC.
December 2002 - January 2008 · 5 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
September 1995 - January 2008 · 12 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
March 1988 - September 1995 · 7 yrs 6 mos
State Registrations33 states
AZCACOFLGAIAILINKSKYMAMDMIMNMOMSNCNENJNVNYOKORPASCSDTNTXUTVAWAWIWY
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.
Robert Schrieber - Financial Advisor | TrueAdvisor