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Russell Paul Schwei

ROBERT W. BAIRD & CO. INCORPORATED·MILWAUKEE, Wisconsin
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777 E. WISCONSIN AVENUE, MILWAUKEE, WI 53202-5391CRD# 1291551Firm CRD# 8158
01

About

Russell Paul Schwei is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with ROBERT W. BAIRD & CO. INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
AUM
$287.5B
Regulatory assets under management
Employees
4069
Total firm employees
View all advisors at ROBERT W. BAIRD & CO. INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: HARD DOLLAR PAYMENTS FOR RESEARCH
Regulatory
SEC/IARD CRD# 1291551
Firm CRD# 8158
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell Paul Schwei offer?
Russell Paul Schwei specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Russell Paul Schwei's credentials?
Russell Paul Schwei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Paul Schwei located?
Russell Paul Schwei is based in MILWAUKEE, Wisconsin, working with ROBERT W. BAIRD & CO. INCORPORATED. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Russell Paul Schwei charge for services?
Russell Paul Schwei's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: hard dollar payments for research. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBERT W. BAIRD & CO. INCORPORATED?
ROBERT W. BAIRD & CO. INCORPORATED has approximately 4069 employees and manages $287.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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