Terry Thompson
Terry Thompson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 31 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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry rents out the upper level of a duplex, owns a recording studio, is the council president at Resurrection Lutheran Church, and owns property in Dunbar, Wisconsin. These activities require minimal time, with the exception of his role as council president at the church, which takes a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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