ER
ER

Elizabeth Ratzburg

7 Years of Experience
West Bend, WI
Broker

Elizabeth Ratzburg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in West Bend, WI, with 7 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

1700 Silverbrook Drive; Second Floor, West Bend, WI, 53095

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

Elizabeth owns rental properties since 2006. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2025 - Present · 1 yr 2 mos
Robert W. Baird & CO. Incorporated
May 2025 - Present · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 2019 - May 2025 · 6 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2018 - May 2025 · 6 yrs 7 mos
State Registrations26 states
AKAZCOCTFLILINKYLAMAMDMEMNNCNENJNVNYOHPASCTNTXVAWAWI
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.