Tricia Bivens
Tricia Bivens is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 11 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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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Regulatory History
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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Tricia is an Independent Certified OPTAVIA Coach since 2021, coaching individuals on their journey to optimal health, dedicating a few hours per week. Tricia also owns farmland, spending about 10-20% of her time on it.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Herbst Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.Broker
New England SecuritiesBroker
State Registrations2 states
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.