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Deena Bryan

29 Years of Experience
Milwaukee, WI
1 DisclosureBroker

Deena Bryan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 29 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 East Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2013
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2013 - Present · 12 yrs 10 mos
Robert W. Baird & CO. Incorporated
July 2013 - Present · 12 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
September 2003 - April 2007 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
April 2000 - August 2003 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - April 2000 · 4 yrs 1 mo
State Registrations4 states
FLILINWI
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.