James Willbrand
James Willbrand is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Indianapolis, IN, with 24 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
8801 River Crossing Blvd, Suite 120, Indianapolis, IN, 46240
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Regulatory History
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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James is a silent partner with Ball & Biscuit LLC, a bar/restaurant, and a silent partner/investor in Gun Pro LLC, which has patents for magazines and gun sights. James dedicates no time and has no duties for either business.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Allianz Global Investors Managed Accounts LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 states
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