Steven Russ
Steven Russ is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Waukesha, WI, with 36 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 Riverwood Place N17 W24222 Riverwood Dr., Ste 240, Waukesha, WI, 53188
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Steven is a board member for Congregational Home, Inc., a nursing home, and serves on its Finance Committee. He also serves on multiple committees for First Congregational Church of Wauwatosa and is a member of the Investment Advisory Committee for the National Association of Congregational Christian Churches, dedicating minimal time to each.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations32 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.