WN
WN

William Naleid

44 Years of Experience
Milwaukee, WI
1 DisclosureBroker

William Naleid is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 44 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1999
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 1988 - Present · 37 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
July 1981 - Present · 44 yrs 10 mos
Previous Registrations
Robert W. Baird & CO., IncorporatedBroker
June 1981 - June 1981 · 0 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHORPASCSDTNTXVAWAWI
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.