MZ
MZ

Magdalena Zborowski

8 Years of Experience
Coon Rapids, MN
Broker

Magdalena Zborowski is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Coon Rapids, MN, with 8 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.

Loading...

Location

Coon Rapids, MN

Get directions

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.

Learn about disclosures →
Other Business Activities

Magdalena owns rental properties in Minneapolis, MN (since 2008) and Opole, Poland (since May 2024). She spends minimal time on these non-investment related activities.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2024 - Present · 2 yrs
Robert W. Baird & CO. Incorporated
December 2020 - Present · 5 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - February 2015 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - February 2015 · 3 yrs 5 mos
State Registrations24 states
AZCACOFLGAIAIDILLAMEMIMNNCNYOHPASDTNTXUTVAWAWIWY
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.