Jennifer Wolfe
Jennifer Wolfe is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, WI, 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
8000 Excelsior Dr, Ste 302, Madison West, WI, 53717
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
First Montauk Securities CORP.Broker
State Registrations1 state
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