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Tawne Wandling

9 Years of Experience
Evansville, IN
1 DisclosureBroker

Tawne Wandling is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Evansville, IN, with 9 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.

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Location

110 Main Street, Evansville, IN, 47708

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History

Regulatory History (1)
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Criminal
June 2011
Final Disposition
Other Business Activities

Tawne is an investment committee member for the Children's Museum of Evansville since May 2023. This requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
September 2016 - October 2019 · 3 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, LLCBroker
July 2016 - October 2019 · 3 yrs 3 mos
State Registrations41 states
AKALARAZCACOCTFLGAHIIAIDILINKSKYMAMDMIMNMOMSNCNHNJNMNVNYOHOKORPARISCTNTXVAWAWIWVWY
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.