BB
BB

Bobby Burns

10 Years of Experience
Milwaukee, WI
Broker

Bobby Burns is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 10 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

777 East Wisconsin Ave, Milwaukee, WI, 53202

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
September 2021 - Present · 4 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
December 2019 - July 2021 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
April 2015 - July 2019 · 4 yrs 3 mos
State Farm Vp Management CORP.Broker
February 2015 - March 2015 · 1 mo
State Registrations3 states
COIAWI
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.
Bobby Burns - Financial Advisor | TrueAdvisor