BO
BO

Bradley O'keef

28 Years of Experience
Milwaukee, WI
Broker

Bradley O'keef is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, 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
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.

Loading...

Location

777 East Wisconsin Ave, Milwaukee, WI, 53202

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
December 2011 - Present · 14 yrs 5 mos
Robert W. Baird & CO. Incorporated
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Relative Value Partners, LLC
November 2009 - April 2011 · 1 yr 5 mos
Janus Distributors LLCBroker
April 2008 - March 2009 · 11 mos
Madison Investment Advisors
August 2002 - April 2008 · 5 yrs 8 mos
Mosaic Funds Distributor, LLCBroker
June 2001 - April 2008 · 6 yrs 10 mos
Dain Rauscher IncorporatedBroker
May 1999 - March 2001 · 1 yr 10 mos
Painewebber IncorporatedBroker
February 1996 - June 1999 · 3 yrs 4 mos
Wellington Investment Services CORP.Broker
November 1995 - February 1996 · 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Bradley O'keef - Financial Advisor | TrueAdvisor