William Paarlberg
William Paarlberg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Holland - Downtown, MI, with 15 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
85 E Eighth Street, Suite 350, Holland - Downtown, MI, 49423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a financial consultant for a relative's trust, spending minimal time per month investing and overseeing asset distribution. He also has ownership/membership roles in Pearl Mountain South, LLC (rental property), Tee2Green Investments, LLC, and GKB Packaging, LLC, dedicating minimal time to each, and these are not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations34 states
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