CW
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Charles Woodford

32 Years of Experience
Madison West, WI
2 DisclosuresBroker

Charles Woodford is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, WI, with 32 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

8000 Excelsior Dr, Ste 302, Madison West, WI, 53717

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History

Regulatory History (2)
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Customer Dispute
August 2010
Denied
Customer Dispute
September 2009
Closed-No Action
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 1994 - Present · 32 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 1994 - Present · 32 yrs 4 mos
Previous Registrations
Metlife Securities INC.Broker
April 1993 - January 1994 · 9 mos
Metropolitan Life Insurance CompanyBroker
April 1993 - January 1994 · 9 mos
State Registrations27 states
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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.