Joel Beck
Joel Beck is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Racine, 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
One Main St, Ste 300, Racine, WI, 53403
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Regulatory History (1)
Customer Dispute
August 2009Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
RBC Dain Rauscher INC.Broker
State Registrations38 states
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