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John Wedell

Robert W Baird

2205 Point Boulevard, #150

Elgin, IL 60123

847-551-8184

Clients Come First

About Robert W Baird

A Different Kind of Financial Partner What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share.

What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission:

To provide the best financial advice and service to our clients and be the best place to work for our associates.

Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us.

That's The Baird Way.

General Information

Firm Start Year

1922

CRD#

5288855

Firm CRD#

8158

Insurance License#

9412394

States Licensed in

IL,

Years of Experience in Financial Services

27

Number of Years with Current Firm

2

Work Experience

John has been a Retirement Planner and Advisor since 2007. He builds, manages, protects and help clients transition their wealth. He does this through comprehensive wealth management to include investments, risk management, liability management and Trust & estate planning.

He began his Retirement Planning career with A.G. Edwards which was subsequently bought out by Wells Fargo Advisors. John loves to help clients with their investment needs and enjoys breaking down the complex to make it easily understandable for everyone.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference, Our Offices

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients

180

Advisor's Number of Managed Clients

150

Advisor's Number of Planning Clients

125

Assets Managed by Advisor

$84,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Fee % Based on Assets

1.15

Additional Details on Charges

John loves to do an initial consult at no charge for prospects and create a draft of their Retirement Plan so they can see a road map of their retirement life. This ultimately becomes the centerpiece of his Retirement Planning process.

Education

Bachelor of Science in Business - Marketing

Murray State University
08/10/1978 - 05/10/1982