Jeffrey Tooley
Jeffrey Tooley is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Jasper, IN, with 27 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
690 W 2nd Street, Suite B, Jasper, IN, 47546
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Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
July 2009Other Business Activities
Jeffrey volunteers on the economic development board for the City of Huntingburg, attending meetings once a year. He also works as a high school basketball coach for Southwest Dubois County School Corp, dedicating about a quarter of his time.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations36 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.