Melissa Steele
Melissa Steele is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bowling Green - Park Plaza, KY, with 30 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
360 8th Avenue, Suite 211, Bowling Green - Park Plaza, KY, 42101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations32 states
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