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Robert Wathen Ii

Sr. Vice President / CWA at Baird

Intro Book

Experienced financial advisor with 43 years of experience in securities and investment advisory services.

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Location

Greater Evansville Area, US

Skills

Retirement Planning
Wealth Management
Investments
Series 7
Financial Planning
Financial Analysis
Portfolio Management
Mutual Funds
Financial Services
Risk Management
Insurance
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Robert Wathen II has 43 years of experience in the financial industry, which is a significant amount of time. He holds various certifications, including Chartered Wealth Advisor, which is a prestigious designation. He has worked at Baird, a well-established firm, and has a strong educational background from Western Kentucky University and The Wharton School of the University of Pennsylvania. Given his experience, certifications, and education, I would estimate his hourly rate to be around $250. This is higher than the average financial advisor, but lower than top-tier investment managers. Some financial advisors with similar experience and certifications can charge upwards of $300-$500 per hour, but Robert’s background and experience suggest a rate in the mid-to-high range of $200-$300 per hour.

Bio

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Topline AI

Robert Wathen II is a seasoned financial professional with 43 years of experience in securities and investment advisory services. He holds various certifications, including Chartered Wealth Advisor, and has worked at Baird, a Registered Broker Dealer and Investment Advis. He has a Bachelor of Arts degree from Western Kentucky University and The Wharton School of the University of Pennsylvania.

Credentials

Chartered Wealth Advisor

-
Series 31

Futures Managed Funds Examination
Series 63

Uniform Securities Agent State Law Examination
Series 65

Uniform Investment Advisor Law Examination
Series 7

General Securities Representative Examination

Experience

Baird
- Evansville, Indiana Area
- Sr. Vice President / CWA
  - Jan 1981 - Present
  - Evansville, Indiana Area
  Securities and investment advisory services are offered by Robert W. Baird & Co. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finr...

Education

Western Kentucky University
University of Pennsylvania - The Wharton School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Robert Wathen Ii

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100 Credits For FREE

$250.0

Hourly Rate