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Edward Schindler

30 Years of Experience
Traverse City, MI
Broker

Edward Schindler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Traverse City, MI, 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
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

1001 Bay St, Traverse City, MI, 49684

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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

Edward is a coach at Frankfort Elberta Public Schools since 2017. This non-investment related activity takes a few hours per week, including during trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 6 mos
Robert W. Baird & CO. Incorporated
January 1999 - Present · 27 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Mcdonald Investments INC.Broker
August 1995 - February 1999 · 3 yrs 6 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.