MB
MB

Michael Boosel

33 Years of Experience
Atlanta North Point, GA
Broker

Michael Boosel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Atlanta North Point, GA, with 33 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.

Loading...

Location

555 N Point Centre E, Ste 500, Atlanta North Point, GA, 30022

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2005 - Present · 21 yrs
Robert W. Baird & CO. IncorporatedBroker
July 2005 - Present · 21 yrs
Previous Registrations
Morgan Stanley
March 2003 - July 2005 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1993 - July 2005 · 12 yrs
Hibbard Brown & CO., INC.Broker
May 1992 - June 1993 · 1 yr 1 mo
State Registrations25 states
ALAZCACOCTFLGAILINLAMAMDMINCNJNYOHORPASCTNTXUTWAWI
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 Boosel - Financial Advisor | TrueAdvisor