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Anna Jaeger, Cfp® Email & Phone Number
Financial Advisor | Vice President
at
Baird
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor | Vice President
Location
Waukesha, Wisconsin, United States
Who is Anna Jaeger, Cfp®? Overview
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Quick answer
Anna Jaeger, Cfp® is listed as Financial Advisor | Vice President at Baird, based in Waukesha, Wisconsin, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Anna Jaeger, Cfp®.
Anna Jaeger, Cfp® previously worked as Financial Advisor at Baird and Financial Advisor at Midland Financial Advisors, Inc.. Anna Jaeger, Cfp® holds Bachelor'S Of Business Administration, Finance from University Of Wisconsin-Whitewater.
Company email context
Email format at Baird
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*@rwbaird.com
68% confidence
AeroLeads found 1 current-domain work email signal for Anna Jaeger, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Anna Jaeger, Cfp®
Provides investment advisory and financial planning services for a wide variety of clients. Favorite financial planning opportunities include, but are not limited to, young families, those approaching retirement, and those looking for a second opinion on risk levels within their investments. The opportunity to help bring peace of mind to clients of all ages and backgrounds is considered an honor.
Listed skills include Strategic Financial Planning, Investment Management, Retirement Planning, Estate Planning, and 13 others.
Current workplace
Anna Jaeger, Cfp®'s current company
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6 roles
Anna Jaeger, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Aug 2020 - Present
Financial Advisor
Responsible for building relationships, servicing, and growing my client base Prepare and present financial analyses, ranging from basic cash flow analyses to comprehensive financial plansAct as a liaison between Midland’s portfolio team and my clients to ensure their assets are being invested according to their goals and risk tolerances Coordinate communications between clients’ attorneys, accountants, and other financial professionals Help lead team discussions to enhance the efficiency of our CRM and portfolio management platforms*Additional role: Corporate Trainer - The Pacific Institute, Investment in Excellence Facilitate a 3-day course for new employees, focusing on personal growth and the culture at MidlandPresent culture refreshers at semiannual Midland Wealth Management conferencesActively participate in initiatives to improve employee morale and engagement within the company
Oct 2014 - Aug 2020
Operations Manager
Managed all investment portfolios, including monitoring drift and rebalancingRan retirement, education, cash flow, and portfolio analyses for current and prospective clients Delivered high quality service in a professional and compliant manner during client/advisor meetingsPrepared documents for ongoing client relationships and oversaw the client onboarding process
May 2013 - Sep 2014
Resident Assistant
Promoted the social and academic development of students Planed and facilitated programs for 20 – 200 individualsFacilitated meetings for students, parents, and peersEnforced policies set by the Office of Residence Life
Aug 2010 - May 2013
Investment & Financial Planning Intern
Observed client/advisor meetingsRan portfolio analyses for various client portfoliosWorked with the Chief Compliance Officer to review and update client dataAssisted with marketing, including enhancing the firm’s online visibility
Jun 2012 - Aug 2012
1 education record
Anna Jaeger, Cfp® education
-
University Of Wisconsin-Whitewater
FAQ
Frequently asked questions about Anna Jaeger, Cfp®
Quick answers generated from the profile data available on this page.
What company does Anna Jaeger, Cfp® work for?
Anna Jaeger, Cfp® works for Baird.
What is Anna Jaeger, Cfp®'s role at Baird?
Anna Jaeger, Cfp® is listed as Financial Advisor | Vice President at Baird.
What is Anna Jaeger, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Anna Jaeger, Cfp® at Baird.
Where is Anna Jaeger, Cfp® based?
Anna Jaeger, Cfp® is based in Waukesha, Wisconsin, United States while working with Baird.
What companies has Anna Jaeger, Cfp® worked for?
Anna Jaeger, Cfp® has worked for Baird, Midland Financial Advisors, Inc., Cedarpoint Investment Advisors, Inc., and University Of Wisconsin - Whitewater.
How can I contact Anna Jaeger, Cfp®?
You can use AeroLeads to view verified contact signals for Anna Jaeger, Cfp® at Baird, including work email, phone, and LinkedIn data when available.
What schools did Anna Jaeger, Cfp® attend?
Anna Jaeger, Cfp® holds Bachelor'S Of Business Administration, Finance from University Of Wisconsin-Whitewater.
What skills is Anna Jaeger, Cfp® known for?
Anna Jaeger, Cfp® is listed with skills including Strategic Financial Planning, Investment Management, Retirement Planning, Estate Planning, College Education Planning, Risk Management, Debt Management, and Tax Planning.
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