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Adam Madson

Robert W. Baird & CO. Incorporated
22 Years of Experience
Green Bay, WI
Broker
View SEC Summary
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Adam Madson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Green Bay, WI, with 22 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2611 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

440 South Washington, Green Bay, WI, 54301

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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

Adam works as an investment advisory representative at Nicolet Advisory Services, LLC. This occupies nearly all of his time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2023 - Present · 2 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Private Client Services, LLCBroker
January 2018 - November 2023 · 5 yrs 10 mos
Nicolet Wealth Management
August 2016 - November 2023 · 7 yrs 3 mos
Sii Investments, INC.
August 2004 - December 2017 · 13 yrs 4 mos
Sii Investments, INC.Broker
June 2004 - December 2017 · 13 yrs 6 mos
State Registrations17 states
AZCACOFLGAIAILKSMAMIMNMONVOKORTXWI
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.
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