June Brown
June Brown is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, WI, with 18 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
8000 Excelsior Dr, Ste 302, Madison West, WI, 53717
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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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June is an active board member for Gilda's Club Madison, dedicating minimal time to fundraising, capital spending decisions, programming, and marketing. June also owns rental property through The BS Group LLC, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Edward JonesBroker
State Registrations37 states
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