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Mark Brenna

37 Years of Experience
Minnetonka, MN
1 DisclosureBroker

Mark Brenna is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 37 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

601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305

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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
August 1995
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2025 - Present · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
April 2025 - Present · 1 yr 5 mos
Previous Registrations
RBC Capital Markets, LLC
March 2006 - May 2025 · 19 yrs 2 mos
RBC Capital Markets, LLCBroker
March 1998 - May 2025 · 27 yrs 2 mos
Dain Rauscher IncorporatedBroker
January 1994 - March 1998 · 4 yrs 2 mos
Fbs Investment Services, INC.Broker
November 1989 - January 1994 · 4 yrs 2 mos
Fbs Brokerage Services, INC.Broker
September 1988 - November 1989 · 1 yr 2 mos
State Registrations40 states
AZCACOCTDEFLGAIAIDILKSMAMDMEMIMNMOMTNCNDNENJNMNVNYOHORPARISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Brenna - Financial Advisor | TrueAdvisor