RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
25yrs
Robert Schultz has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Milwaukee, Wisconsin. Robert joined Robert W. Baird & Co. in 2001, a firm offering financial planning, investment management, and private fund management. Robert W. Baird & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office777 E. Wisconsin Avenue, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2001 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Robert
(414) 765-3500Robert W. Baird & Co. main office 777 E. Wisconsin AvenueMilwaukee, WI 53202Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Robert Schultz. Robert works from the Milwaukee, WI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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