RN
RN

Robert Nelson

28 Years of Experience
Milwaukee, WI
Broker

Robert Nelson 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.

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Location

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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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.

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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2023 - Present · 2 yrs 8 mos
Robert W. Baird & CO. Incorporated
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2023 · 14 yrs 3 mos
Morgan Stanley
June 2009 - September 2023 · 14 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
July 2002 - June 2009 · 6 yrs 11 mos
UBS Financial Services INC.Broker
October 2001 - May 2008 · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
May 1997 - November 2001 · 4 yrs 6 mos
Piper Jaffray INC.Broker
May 1997 - June 1997 · 1 mo
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Nelson - Financial Advisor | TrueAdvisor