PF
PF

Patrick Feeney

18 Years of Experience
Shiloh, IL
Broker

Patrick Feeney is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Shiloh, IL, 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

1911 Frank Scott Pkwy E, Ste 2, Shiloh, IL, 62269

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
December 2013 - October 2019 · 5 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 2013 - October 2019 · 5 yrs 11 mos
G.distributors, LLCBroker
June 2012 - November 2013 · 1 yr 5 mos
G.research, INC.Broker
July 2007 - November 2013 · 6 yrs 4 mos
State Registrations36 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.
Patrick Feeney - Financial Advisor | TrueAdvisor