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Michelle Chester

21 Years of Experience
Cincinnati, OH
Broker

Michelle Chester is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cincinnati, OH, with 21 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.

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Location

3805 Edwards Rd, Suite 610, Cincinnati, OH, 45209

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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.

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Other Business Activities

Michelle is a pack leader and check signing authority for Cub Scouts Pack 939, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2013 - Present · 12 yrs 10 mos
Robert W. Baird & CO. Incorporated
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - September 2013 · 4 yrs 11 mos
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
October 2006 - October 2008 · 2 yrs
J.P. Morgan Securities INC.Broker
September 2006 - October 2008 · 2 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
May 2006 - July 2006 · 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2006 - July 2006 · 2 mos
Wells Fargo Investments, LLC
January 2005 - April 2006 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
September 2004 - April 2006 · 1 yr 7 mos
State Registrations27 states
AZCACOCTDCFLGAHIIAILINKYMAMTNCNHNJNYOHORPARISCUTVAWAWI
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.
Michelle Chester - Financial Advisor | TrueAdvisor