BS
CFP
BS
CFP

Brittney Schlicker

12 Years of Experience
Sentry Park, PA
Broker

Brittney Schlicker is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sentry Park, PA, with 12 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

4 Sentry Parkway, Suite 102, Sentry Park, PA, 19422

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 →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2016 - Present · 9 yrs 9 mos
Robert W. Baird & CO. Incorporated
October 2016 - Present · 9 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
United Brokerage Services INC
January 2014 - November 2016 · 2 yrs 10 mos
United Brokerage Services, INCBroker
October 2013 - November 2016 · 3 yrs 1 mo
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Brittney Schlicker - Financial Advisor | TrueAdvisor