Whitney E Goldstein

Financial advisor at Robert W. Baird & Co. Incorporated · Peoria Heights, IL

Last updated 2026-10-10

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Whitney E Goldstein is a financial advisor at Robert W. Baird & Co. Incorporated in Peoria Heights, IL, CRD 6683780. Licenses and exams on the registration: Series 66. IAPD registration began 2016-10-24.

Registration

CRD number
6683780
Registration status
Active
IAPD registration
2016-10-24
Industry Experience
9 years
Work Experience
10 years
States registered
FL, IL, TX

Licenses and exams

  • Series 66

Work history

  • 2016-07 to Present · Robert W. Baird & Co, Inc · Peoria, IL

Current employment

SEC IAPD record for Whitney E Goldstein

Robert W. Baird & Co. Incorporated

Regulatory AUM
$394,068,801,480
Registered advisors
2,633
Offices
683
Clients per advisor
91.7 (Moderate)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
34.1% (Moderate)

Robert W. Baird & Co. Incorporated: advisors, services and reported ETF investments

About

Whitney E Goldstein is a financial advisor at Robert W. Baird & Co. Incorporated in Peoria Heights, IL. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Robert W. Baird & Co, Inc.

Robert W. Baird & Co. Incorporated's firm-level Form ADV reports 2,633 advisors across 683 offices; approximately 91.7 clients per advisor, average assets per client of $1,632,708, and regulatory AUM of $394.1B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Robert W. Baird & Co. Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Performance-Based Fees
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Registered Municipal Advisor
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

4617 North Prospect Road, Peoria Heights, IL 61616

15 advisors at this office.

Robert W. Baird & office in Peoria Heights, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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