Heather Winslow
Heather Winslow is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Portland Maine (ID), ME, with 28 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
129 Middle St, Ste #200, Portland Maine (ID), ME, 04101
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Regulatory History
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 →Other Business Activities
Heather is the treasurer and a board member of the May Meadow Woods Homeowners Association since August 2022. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Advest, INC.Broker
State Registrations53 states
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