Grant
Shearer
Robert W. Baird & Co. Inc
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About this Advisor
Grant Shearer is a financial advisor who works in Anchorage, Alaska with a total of 6 years of relevant experience. Shearer currently works for Robert W. Baird & Co. Inc. Over the course of their career, Shearer has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Robert W. Baird. Shearer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alaska, Florida and Texas. Robert W. Baird & Co. Inc is a company that has its headquarters in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 advisors. It handles $248 billion in total assets across its 316,065 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 client accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors are based on which services are provided. However, fees charged by Robert W. Baird & Co. Inc likely are comprised of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Grant Shearer Work History
Grant has been registered as a financial advisor for 6 years.*
Robert W. Baird
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grant Shearer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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