Baird Private Wealth Management

Finance · Wisconsin, United States · 201-500 Employees

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Overview

Headquarters

777 E Wisconsin Ave, Milwaukee, Wisconsi...

Revenue

$13.2 Million

Industry

Finance Securities Trading Lending & Brokerage

About Baird Private Wealth Management

Baird Retirement Management specializes in retirement planning and management for employees in the oil, gas, and chemical industries. They provide tailored retirement options and advice to help clients transition from the workforce to retirement. The company emphasizes the importance of financial education and offers insights to empower clients in making informed decisions. Their dedicated team of advisors focuses on lifetime income management, ensuring a seamless retirement experience.Explore more
Baird Private Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Baird Private Wealth Management Org Chart

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Chief Operating Officer

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Branch Manager & Managing Director

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Managing Director

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Vice President, Branch Administrative Manager

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Vice President

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Vice President

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Assistant Vice President. Branch Administrati...

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Compare Similar Companies to Baird Private Wealth Management

Compare insights from companies similar to Baird Private Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baird Private Wealth Mana...

$13.2M
201-500
Private
-
-
JM
John MeeganChief Operating Officer
$55.7M
51-200
Private
-
2018
Leslie Metz, Chief Operating Officer & General Counsel at Dakota Wealth Management
Leslie MetzChief Operating Officer & General Counsel
$37.1M
51-200
Private
-
1990
$33.6M
51-200
Private
-
2012
BC
Brad CookeManager, Wealth
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$29.9M
51-200
Private
<$5M
1990
Steven Condon, Chief Executive Officer & Shareholder at Truepoint Wealth Counsel
Steven CondonCEO & Shareholder
$5.6M
51-200
Private
-
1995
JS
Jd SmithChief Operating Officer
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Baird Private Wealth Management Tech Stack

A closer look at the technologies used by Baird Private Wealth Management

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Frequently Asked Questions Regarding Baird Private Wealth Management

What is Baird Private Wealth Management's official website?
Baird Private Wealth Management's official website is www.bairdwealth.com
What is Baird Private Wealth Management's Revenue?
Baird Private Wealth Management's revenue is $13.2 Million
What is Baird Private Wealth Management's SIC code?
Baird Private Wealth Management's SIC: 62,628
What is Baird Private Wealth Management's NAICS code?
Baird Private Wealth Management's NAICS: 52,523
How many employees does Baird Private Wealth Management have?
Baird Private Wealth Management has 201-500 employees
What industry does Baird Private Wealth Management belong to?
Baird Private Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Baird Private Wealth Management competition?
Baird Private Wealth Management top competitors include: HBKS Wealth Advisors, Truepoint Wealth Counsel, Dakota Wealth Management, Wealth Strategies Group
What companies has Baird Private Wealth Management acquired?
Baird Private Wealth Management has acquired the companies: Baird Private Wealth Management, Baird, Baird, Hefren-Tillotson
What technology does Baird Private Wealth Management use?
Some of the popular technologies that Baird Private Wealth Management uses are: Cloudflare Website Optimization, Adobe Typekit, Neustar UltraDNS, Google Tag Manager
What does Baird Private Wealth Management do?

Baird Retirement Management specializes in retirement planning and management for employees in the oil, gas, and chemical industries. They provide tailored retirement options and advice to help clients transition from the workforce to retirement. The company emphasizes the importance of financial education and offers insights to empower clients in... making informed decisions. Their dedicated team of advisors focuses on lifetime income management, ensuring a seamless retirement experience.Read More

What are Baird Private Wealth Management social media links?
Baird Private Wealth Management Linkedin page Baird Private Wealth Management Twitter page
Is Baird Private Wealth Management a public company?
Baird Private Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Baird Private Wealth Management

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