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Michael Schroeder

23 Years of Experience
Milwaukee, WI
Broker

Michael Schroeder is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 23 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

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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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

Michael is a board member and treasurer for Lakepointe Townhomes Condominium Association since May 2023. This activity requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2015 - Present · 11 yrs
Robert W. Baird & CO. Incorporated
September 2013 - Present · 12 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2002 - September 2013 · 10 yrs 10 mos
First Investors CorporationBroker
April 1992 - June 1992 · 2 mos
State Registrations1 state
WI
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.
Michael Schroeder - Financial Advisor | TrueAdvisor