Nicholas J Turnquist

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2019
  Full Time Student At The University Of Wi-Eau Claire
  Eau Claire, WI
• 08/2015 → 11/2018
  Eau Claire Golf & Country Club
  Eau Claire, WI
• 08/2019 → 08/2020
  Wipfli Llp
  Edina, MN
• 08/2020 → 10/2021
  Wipfli Llp
  Lakewood, CO
• 10/2021 → 11/2024
  Confetti Wealth - Ameriprise Financial Services
  Edina, MN
• 01/2025 → Present
  Baird
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-08-14

Other Names

• Nick Turnquist
• Nicholas John Turnquist