Scott Grenier
Scott Grenier is a CFP, ChFC-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, 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
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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Scott is a board member of the Milwaukee Winter Club since May 2024, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Cleary Gull INC.
Cleary Gull INC.Broker
Cleary Gull INC.
M&i Brokerage Services, INC.
M&i Brokerage Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations1 state
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.