BB
BB

Brianna Bratland

2 Years of Experience
Fox Valley, WI
Broker

Brianna Bratland is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fox Valley, WI, with 2 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

3913 W Prospect Ave, Suite 301, Fox Valley, WI, 54914

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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

Brianna works as a babysitter/caregiver for a child with autism through the Children's Long Term Support Program since June 2022. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2023 - Present · 2 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
July 2023 - Present · 3 yrs
State Registrations33 states
ARAZCACOCTFLGAHIIAIDILMAMDMEMNMSNCNHNVNYOHOKORPASCSDTXUTVAVTWAWIWV
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.