Adam Wondra is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 10 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
601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a DBA for LPL Business through BMO Investment Services and works as a Premier Banker at BMO Bank NA, dedicating full-time hours to this role. He also works as a notary, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations27 states
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