Lewis Zwiebel
Lewis Zwiebel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Prospect, KY, with 30 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
Prospect, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Riazzi Asset Management, LLC
Transamerica Capital, INC.Broker
Transamerica Capital, INC.Broker
Transamerica Investment Management, LLC
Intersecurities, INC.Broker
Conseco Equity Sales, INC.Broker
Providian Securities CorporationBroker
State Registrations53 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.