RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
8yrs
Benjamin Eggert
Financial advisor at Robert W. Baird &
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office777 East Wisconsin Ave, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
States licensed ?1 state
Services through Robert W. Baird &
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.
Uniform Combined State Law Examination
Career
- 2018 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Robert W. Baird & at 414-765-3500 and ask for Benjamin Eggert. Benjamin works from the Milwaukee, WI office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Robert W. Baird & 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 Benjamin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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