Adam Omalley is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 7 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
777 East Wisconsin Ave, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Robert W. Baird & CO. IncorporatedBroker
State Registrations20 states
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