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Ann Treml-Olson

Robert W. Baird & CO. Incorporated
26 Years of Experience
Minnetonka, MN
Broker
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Ann Treml-Olson is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 26 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2611 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ann and her husband own an LLC that owns rental property, but she does nothing for this LLC. She also occasionally helps her husband's S-Corp by sending out past due notices, dedicating minimal time to this activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2020 - Present · 5 yrs 11 mos
Robert W. Baird & CO. Incorporated
November 2020 - Present · 5 yrs 11 mos
Robert W. Baird & CO. Incorporated
October 2020 - Present · 6 yrs
Previous Registrations
Work Optional, INC.
November 2015 - November 2020 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - March 2015 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - March 2015 · 1 yr 9 mos
Raymond James Financial Services Advisors, INC
January 2011 - May 2013 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2011 - May 2013 · 2 yrs 4 mos
Metlife Securities INC.Broker
June 2010 - December 2010 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - May 2010 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - May 2010 · 3 yrs 3 mos
Miller & Schroeder Financial, INC.Broker
September 2000 - December 2000 · 3 mos
Whittlinger Investment CorporationBroker
September 1999 - July 2000 · 10 mos
Offerman & CompanyBroker
July 1999 - September 1999 · 2 mos
Primevest Financial Services, INC.Broker
April 1993 - July 1997 · 4 yrs 3 mos
Marquette Financial Services, INC.Broker
November 1989 - January 1993 · 3 yrs 2 mos
State Registrations20 states
CACOCTFLGAIAILMDMIMNNJNMNYOHORPATXVAWAWI
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.
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