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Chris Schliepp

19 Years of Experience
Wausau, WI
Broker

Chris Schliepp is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Wausau, WI, with 19 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

500 First Street, Suite 6000, Wausau, WI, 54403

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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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Other Business Activities

Chris is an owner/member of Silver Creek LLC, used for purchasing personal property, and spends minimal time on it. He also serves on the Investment Committee for the Community Foundation of Northcentral Wisconsin, dedicating minimal time to this role.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2015 - Present · 11 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
March 2015 - Present · 11 yrs 4 mos
Previous Registrations
Liberty Life Securities LLCBroker
October 2004 - October 2009 · 5 yrs
First Midwest Securities, INC.Broker
August 2002 - December 2002 · 4 mos
Packerland Brokerage Services, INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
Nylife Securities INC.Broker
November 1999 - January 2001 · 1 yr 2 mos
State Registrations31 states
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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.