Wendy Citko
Wendy Citko 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
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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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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.
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Wendy operates her LPL business under the DBA Freedom Wealth Alliance. She also provides administrative support to Intrua Financial LLC, an independent investment advisor firm, dedicating about half her time to this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Intrua Financial
LPL Financial LLCBroker
Landaas & CompanyBroker
Landaas & Company
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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