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Clifford Henrickson

45 Years of Experience
Milwaukee, WI
Broker

Clifford Henrickson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 45 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 East Wisconsin Ave, 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

Clifford is a board member of Economics Wisconsin, an educational organization, since 1992, dedicating minimal time to quarterly meetings. He also owns rental property since 2009, spending minimal time as a landlord.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 1988 - Present · 38 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
July 1982 - Present · 44 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2002 - December 2002 · 11 mos
Blunt Ellis & Loewi IncorporatedBroker
December 1980 - July 1982 · 1 yr 7 mos
State Registrations37 states
ARAZCACOCTDCFLGAHIIDILKYLAMAMDMEMIMNMONCNHNJNVNYOHORPARISCSDTXUTVAVTWAWIWV
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.
Clifford Henrickson - Financial Advisor | TrueAdvisor