James Hodge
James Hodge is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, 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
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
8000 Excelsior Dr, Ste 302, Madison West, WI, 53717
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
James is a board member for Cargill Methodist Church, involved in investment planning and review, dedicating minimal time. He is also a 50% owner of farmland through The Good Acres, LLC, and a board member for Wellntel, Inc, a water instrument company.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations38 states
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.