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John Jameson Neis

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC·MILWAUKEE, Wisconsin
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777 E. WISCONSIN AVENUE, MILWAUKEE, WI 53202CRD# 3126593Firm CRD# 292786
01

About

John Jameson Neis is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
AUM
$104M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3126593
Firm CRD# 292786
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Jameson Neis offer?
John Jameson Neis specializes in Retirement Planning. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are John Jameson Neis's credentials?
John Jameson Neis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Jameson Neis located?
John Jameson Neis is based in MILWAUKEE, Wisconsin, working with BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does John Jameson Neis charge for services?
John Jameson Neis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC?
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC has approximately 3 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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