Unclaimed Profile

Russell Paul Schwei

ROBERT W. BAIRD & CO. INCORPORATED·MILWAUKEE, Wisconsin

SIE, Series 7, Series 27, Series 63Clean record38 years registeredROBERT W. BAIRD & CO. INCORPORATED

777 E. WISCONSIN AVENUE, MILWAUKEE, WI 53202-5391CRD# 1291551Firm CRD# 8158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Russell Paul Schwei · MILWAUKEE, WI

Registration

CRD #1291551 · ROBERT W. BAIRD & CO. INCORPORATED · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Jun 1988 – Jan 2020

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Registration record

First registered · June 23, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERT W. BAIRD & CO. INCORPORATED

CRD 8158 · SEC 801-7571

AUM

$287.5B

Regulatory assets under management

Employees

4,069

331,500 client accounts

Services offered by ROBERT W. BAIRD & CO. INCORPORATED

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ROBERT W. BAIRD & CO. INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Russell Paul Schwei offer?

Russell Paul Schwei specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

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, last registered with ROBERT W. BAIRD & CO. INCORPORATED.

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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