Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

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Location

One Riverwood Place N17 W24222 Riverwood Dr., Ste 240, Waukesha, WI, 53188

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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 is a director/shareholder in Milwaukee Tool & Equipment Company, a family-owned manufacturing company. He also serves as a board member for Heiliger Huegel Ski Patrol, dedicating minimal time to this role.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2018 - Present · 7 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 2018 - Present · 7 yrs 5 mos
State Registrations19 states
AZCACOFLGAILINKSKYMDMNMONCNYOHORTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam T Omalley - Financial Advisor | TrueAdvisor