Donald Wallace
Donald Wallace is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winnetka, IL, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Winnetka, IL
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Regulatory History (1)
Regulatory
November 2014Other Business Activities
Donald is the president of Sunset Ridge Country Club, a non-profit organization, since 2008. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Citicorp Securities Markets, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations29 states
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.