Brian Donnelly
Brian Donnelly is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Janesville, 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
14 N Parker Drive, Suite 200, Janesville, WI, 53545
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Brian serves as the treasurer for the YMCA of Northern Rock County, dedicating minimal time to this non-investment related activity. He spends even less time on this role during trading hours.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 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.