J. R. Richards
Director/Financial Advisor at Baird The Apex Group
- Role
- Director Financial Advisor at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About J. R. Richards
I am a Partner with The Apex Group at Baird. We are a planning-based wealth management team that specializes in working with the young high-income, people at or near retirement, and the high net worth. We focus on helping our clients accumulate, preserve, and distribute wealth in a tax efficient manner. I hold a Series 7 and 66 securities license. I have also earned the professional designation of Accredited Asset Management Specialist (AAMS) by the College of Financial Planning in 2007.
Experience
Director Financial Advisor
Jan 2011 — Present · Milwaukee, WI, US
J.R. is a Partner/Founder of The Apex Group at Baird in Milwaukee, WI. We are a planning-based team that focuses on retirement planning, asset allocation, and portfolio diversification. We implement investment strategies to help our clients pursue their financial goals. Baird is an employee owned company headquartered in Milwaukee, WI.
Education
Marquette University
Finance, Investments
1998 — 2002
Skills
- Investment Strategies
- Alternative Investments
- Insurance
- Series 7
- Financial Planning
- Portfolio Management
- Financial Services
- Trust Management
- Financial Analysis
- Financial Advisory
- Retirement Planning
- Investments
- Wealth Management
- Estate Planning
- Asset Allocation
- Mutual Funds
- Strategic Financial Planning
- College Savings Plans
- Finance
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