MC
MC

Megan Coronado

11 Years of Experience
Sheboygan, WI
Broker

Megan Coronado is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sheboygan, 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
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

2048 Kohler Memorial Drive, Sheboygan, WI, 53081

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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.

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Other Business Activities

Megan is a board member and treasurer for the Sheboygan County Estate Planning Council since 2018 and the Plymouth Public Library Foundation since 2024, dedicating minimal time to each. These activities are not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2015 - Present · 11 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
State Registrations26 states
AZCACODCFLIAIDILINLAMAMDMIMNMONDNHNYOHPASCTXUTVAWAWI
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.