Thomas Fleischmann
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oakbrook Terrace, IL 60181
Credentials
Series 66
Industry experience
3 years
Thomas Fleischmann is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022. Fleischmann serves as Treasurer and on the Investment Committee for Chicagoans for Nebraska, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
Two Mid America Plaza, Suite 904
Oakbrook Terrace, IL 60181
Illinois
Baird
2022 - Present (4 years)
Client First Tax & Wealth Advisors
2022 - 2022 (1 year)
Husker Headquarters
2019 - 2020 (1 year)
Client First Tax & Wealth Advisors
2019 - 2021 (2 years)
University of Nebraska - Lincoln Campus Recreation
2019 - 2019 (1 year)
University of Nebraska - Lincoln
2018 - 2021 (3 years)
University of Nebraska - Lincoln Admissions
2018 - 2019 (1 year)
Riverside Disc Golf Shop
2018 - 2018 (1 year)
Panera Bread
2017 - 2018 (1 year)
Bear Paw Scout Camp
2015 - 2016 (1 year)
Marquette University High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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