John Wedell

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About John Wedell

John joined Baird in 2019 as a Vice President. He has been advising clients in the areas of financial planning and investments since 2007. John has a passion for helping clients in a number of different areas including budgeting, retirement planning, portfolio construction, liability management and life insurance protection. He has a track record of always putting his clients needs first and makes education a priority so families feel comfortable with the investments that they own. John graduated from Murray State University with a degree in Marketing. Outside of work, John coaches for the Judson University golf team and was named the NCCAA North Central Coach of the Year 2020. He and his wife, Cheryl, live in West Dundee, IL and have three children: Tyler, Jordan and Kelsey.

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General Information

Firm Start Year

1922

CRD#

5288855

Firm CRD#

8158

Insurance License#

9412394

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Registered Representative

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890348/paladinregistry-Robert-W-Baird-detailed-disclosure.html

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Robert W Baird