AB
AB

Aaron M Benson

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

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Location

777 East 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

Aaron owns a two-family rental property and collects rent. He spends a few hours per week on this activity, none of which occurs during securities trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
July 2007 - Present · 18 yrs 7 mos
Robert W. Baird & CO. Incorporated
July 2007 - Present · 18 yrs 7 mos
Robert W. Baird & CO. Incorporated
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2007 - June 2007 · 3 mos
Northwestern Mutual Investment Services,llc
March 2007 - June 2007 · 3 mos
Morgan Stanley Dw INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.