RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
1yr
Stephen Mitchell
Financial advisor at Robert W. Baird &
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office777 E. Wisconsin Avenue, 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
- Sep 2025 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Stephen
How do I contact Stephen?
Call Robert W. Baird & at 414-765-3500 and ask for Stephen Mitchell. Stephen works from the Milwaukee, WI office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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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