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Michael Olszewski

17 Years of Experience
Milwaukee, WI
Broker

Michael Olszewski is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 17 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

777 E. Wisconsin Ave, Milwaukee, WI, 53202

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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

Michael is an owner/operator of Green Ridge Stable/Tom Properties LLC since 2021. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2024 - Present · 1 yr 7 mos
Robert W. Baird & CO. Incorporated
July 2024 - Present · 1 yr 10 mos
Robert W. Baird & CO. IncorporatedBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Transamerica Retirement Advisors, LLC
October 2015 - August 2021 · 5 yrs 10 mos
Transamerica Investors Securities CorporationBroker
October 2015 - August 2021 · 5 yrs 10 mos
Voya Financial Advisors, INC.
January 2014 - October 2015 · 1 yr 9 mos
Voya Financial Advisors, INC.Broker
November 2013 - October 2015 · 1 yr 11 mos
Strategic Advisers, INC.
March 2013 - August 2013 · 5 mos
Fidelity Brokerage Services LLCBroker
May 2010 - August 2013 · 3 yrs 3 mos
Wells Fargo Funds Management, LLC
May 2007 - April 2010 · 2 yrs 11 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - April 2010 · 5 yrs
Strong Investments, INC.Broker
January 2005 - April 2005 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.