SM
SM

Sean Mahlik

7 Years of Experience
Madison West, WI
Broker

Sean Mahlik is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madison West, WI, with 7 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

8000 Excelsior Dr, Ste 302, Madison West, WI, 53717

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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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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
December 2025 - Present · 5 mos
Robert W. Baird & CO. Incorporated
December 2025 - Present · 5 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2019 - October 2025 · 6 yrs 1 mo
Robert W. Baird & CO. Incorporated
September 2019 - October 2025 · 6 yrs 1 mo
U.S. Bancorp Investments, INC.
July 2019 - August 2019 · 1 mo
U.S. Bancorp Investments, INC.Broker
July 2018 - August 2019 · 1 yr 1 mo
State Registrations2 states
MIWI
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.
Sean Mahlik - Financial Advisor | TrueAdvisor