Brittany M Lee
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Brittany M Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2023 to now
- Robert W. BairdMay 2022 to now
- Professional Wealth AdvisorsApr 2022 to May 2022
- SummerfestJul 2021 to Sep 2021
- Planners Financial GroupJun 2019 to May 2022
- View MkeJun 2018 to Sep 2018
- The Borgen ProjectJun 2017 to Sep 2017
- Stir CrazyNov 2016 to Jul 2019
- Carroll UniversityAug 2016 to May 2018
- Jose's Blue SombreroNov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7125311
- Firm CRD
- 8158