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Baird Private Wealth ManagementFinancial advisor in West Bend, WI

Baird Private Wealth Management is a financial advisor at Summit Credit Union Building, 1700 S Silverbrook Dr, West Bend, WI 53095, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

West Bend, WI0 paid placements in any rankingHow we rank

Call (262) 338-7780Website ↗

Key facts

Key facts about Baird Private Wealth Management
AddressSummit Credit Union Building, 1700 S Silverbrook Dr, West Bend, WI 53095Get directions
Phone(262) 338-7780
Websitewestbend.bairdwealth.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 4 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves West Bend and 11 towns within 25 miles: Richfield, Hartford, Cedarburg, Germantown, Grafton, Mequon, Menomonee Falls, Port Washington, Sussex, Brown Deer and Glendale.

Based in West Bend, WIView on map

Opening hours

Opening hours for Baird Private Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Baird Private Wealth Management

What are Baird Private Wealth Management’s hours?

Baird Private Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Baird Private Wealth Management serve?

Serves West Bend and 11 towns within 25 miles: Richfield, Hartford, Cedarburg, Germantown, Grafton, Mequon, Menomonee Falls, Port Washington, Sussex, Brown Deer and Glendale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Baird Private Wealth Management?

Baird Private Wealth Management has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Baird Private Wealth Management?

Call Baird Private Wealth Management on (262) 338-7780. The business is at Summit Credit Union Building, 1700 S Silverbrook Dr, West Bend, WI 53095. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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