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Richard Cudahy

Robert W. Baird & CO. Incorporated
28 Years of Experience
Milwaukee, WI
1 DisclosureBroker
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Richard Cudahy is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 28 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

777 East Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Award / Judgment
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Other Business Activities

Richard is a board member and secretary for the Partick and Anna M. Cudahy Fund, a charitable foundation. He dedicates minimal time to this role, attending quarterly board meetings, reviewing grants, and participating in the investment committee.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 1998 - Present · 28 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
April 1998 - Present · 28 yrs 6 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI
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.
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