JB
JB

Jennifer Buttram

25 Years of Experience
Sheboygan, WI
Broker

Jennifer Buttram is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sheboygan, 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

2048 Kohler Memorial Drive, Sheboygan, WI, 53081

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

Jennifer works as an associate/employee providing administrative support for Clear Track Financial Advisors since 2016. This takes about half of Jennifer's time, including during trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2025 - Present · 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2025 - Present · 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2016 - October 2025 · 9 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2016 - October 2025 · 9 yrs 9 mos
Wells Fargo Advisors, LLC
March 2001 - February 2016 · 14 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2001 - February 2016 · 15 yrs 1 mo
State Registrations24 states
AKAZCACOCTFLILINKSMDMIMNMOMSMTNCNMOHORPASCTXVAWI
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.