Adam Madson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Green Bay, WI, with 21 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

440 South Washington, Green Bay, WI, 54301

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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

Adam works as an investment advisory representative at Nicolet Advisory Services, LLC. This occupies nearly all of his time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2023 - Present · 2 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Private Client Services, LLCBroker
January 2018 - November 2023 · 5 yrs 10 mos
Nicolet Wealth Management
August 2016 - November 2023 · 7 yrs 3 mos
Sii Investments, INC.
August 2004 - December 2017 · 13 yrs 4 mos
Sii Investments, INC.Broker
June 2004 - December 2017 · 13 yrs 6 mos
State Registrations15 states
AZCACOFLGAILKSMAMIMNMONVOKTXWI
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.
Adam Madson - Financial Advisor | TrueAdvisor