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Anthony Herbenson

18 Years of Experience
Eau Claire, WI
1 DisclosureBroker

Anthony Herbenson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Eau Claire, 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
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

4890 Owen Ayres Court, Suite 102, Eau Claire, WI, 54701

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History

Regulatory History (1)
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Customer Dispute
October 2013
Settled
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2013 - Present · 12 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Edward JonesBroker
November 2009 - October 2013 · 3 yrs 11 mos
Edward Jones
November 2009 - October 2013 · 3 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - October 2009 · 9 mos
Raymond James Financial Services, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
Raymond James Financial Services
July 2008 - January 2009 · 6 mos
Sii Investments, INC.
December 2007 - July 2008 · 7 mos
Sii Investments, INC.Broker
September 2007 - July 2008 · 10 mos
State Registrations43 states
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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.