Paula Jensen
Paula Jensen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in West Bend, WI, with 14 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
1700 Silverbrook Drive; Second Floor, West Bend, WI, 53095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paula owns Cedar Wing, an LLC consulting business focused on Lean MFG/Innovative Engineering, and assists with bookkeeping, dedicating about 10-20% of her time. Paula is also an employee of doTERRA International, earning compensation for sharing products, which takes minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations17 states
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