AK
AK

Angela Krause-Lane

25 Years of Experience
New Berlin, WI
Broker

Angela Krause-Lane is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in New Berlin, WI, with 25 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.

Loading...

Location

New Berlin, WI

Get directions

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.

Learn about disclosures →
Other Business Activities

Angela is a board member of the National Christian Foundation Wisconsin, a non-profit organization, since 2016. She dedicates minimal time to this role.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2004 - Present · 22 yrs
Robert W. Baird & CO. Incorporated
May 2004 - Present · 22 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2004 - Present · 22 yrs
Previous Registrations
Strong Investments, INC.Broker
June 2000 - May 2004 · 3 yrs 11 mos
State Registrations42 states
ALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHORPASCTNTXUTVAVTWAWIWV
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.
Angela Krause-Lane - Financial Advisor | TrueAdvisor