RJ
RJ

Ronald Johnson

8 Years of Experience
Milwaukee, WI
Broker

Ronald Johnson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 8 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

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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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

Ronald owns two rental properties managed by Guardian Investment Real Estate Co. Inc. He also holds financial power of attorney for his parents, but has not exercised it.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2024 - Present · 1 yr 11 mos
Robert W. Baird & CO. Incorporated
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2021 - June 2024 · 2 yrs 9 mos
Prudential Financial Planning Services
September 2021 - June 2024 · 2 yrs 9 mos
Prudential Financial Planning Services
August 2021 - September 2021 · 1 mo
Pruco Securities, LLC.Broker
July 2021 - September 2021 · 2 mos
Annex Wealth Management, LLC
August 2017 - June 2021 · 3 yrs 10 mos
State Registrations1 state
WI
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.