CM
CM

Christopher Merker

20 Years of Experience
Milwaukee, WI
Broker

Christopher Merker is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 20 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

777 East Wisconsin Ave, Milwaukee, WI, 53202

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

Christopher teaches a law school course at Marquette University, consults for Timberwolf Technologies, and is involved with several LLCs and corporations. He also publishes books and serves on the board of Water + Energy Forward, Inc., an investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2007 - Present · 18 yrs 10 mos
Robert W. Baird & CO. Incorporated
February 2006 - Present · 20 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
February 2006 - Present · 20 yrs 3 mos
State Registrations45 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWY
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.
Christopher Merker - Financial Advisor | TrueAdvisor