Caile Wilson
Caile Wilson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Waukesha, WI, with 14 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 Riverwood Place N17 W24222 Riverwood Dr., Ste 240, Waukesha, WI, 53188
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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.
Learn about disclosures →Other Business Activities
Caile promotes healthy living and wellness through sales of whole food based nutrition products for The Juice Plus Company. This involves brand awareness through social media and promotional events, taking about 10-20% of Caile's time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Newedge USA, LLCBroker
State Registrations32 states
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