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Jacob Gaebler

4 Years of Experience
Bowling Green - Park Plaza, KY
1 DisclosureBroker

Jacob Gaebler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bowling Green - Park Plaza, KY, with 4 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

360 8th Avenue, Suite 211, Bowling Green - Park Plaza, KY, 42101

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History

Regulatory History (1)
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Criminal
November 2017
Final Disposition
Other Business Activities

Jacob is a board member and Major League Commissioner for Warren County South Little League Baseball and Warren County Pee Wee Baseball. He dedicates minimal time to these youth sports activities, making decisions about the league's future and assisting volunteer coaches.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2024 - Present · 1 yr 7 mos
Robert W. Baird & CO. Incorporated
October 2024 - Present · 1 yr 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
April 2023 - October 2024 · 1 yr 6 mos
U.S. Bancorp Investments, INC.
April 2023 - October 2024 · 1 yr 6 mos
Morgan Stanley
July 2021 - May 2023 · 1 yr 10 mos
Morgan StanleyBroker
June 2021 - May 2023 · 1 yr 11 mos
State Registrations7 states
AZCACOILKYMITN
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.