RN
RN

Randall North

26 Years of Experience
Milwaukee, WI
Broker

Randall North is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 26 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

Randall is an investment committee member for Catholic Memorial High School since 2007, dedicating minimal time to assisting with investment policy and endowment fund oversight. He is also an investment committee member for Community Care, Inc. since 2022, dedicating minimal time per month.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
January 2009 - Present · 17 yrs 6 mos
Previous Registrations
M&i Brokerage Services, INC.Broker
September 2003 - February 2005 · 1 yr 5 mos
Princor Financial Services CorporationBroker
August 2002 - August 2003 · 1 yr
Coordinated Capital Securities, INC.Broker
January 1999 - August 2002 · 3 yrs 7 mos
Firstar Investment Services,inc.Broker
October 1994 - September 1997 · 2 yrs 11 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.