Ann Treml-Olson
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. 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
601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305
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
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
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Work Optional, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Metlife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Miller & Schroeder Financial, INC.Broker
Whittlinger Investment CorporationBroker
Offerman & CompanyBroker
Primevest Financial Services, INC.Broker
Marquette Financial Services, INC.Broker
State Registrations20 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.