Nathan
Gunderson

Robert W. Baird & Co. Inc

CRD#6970649
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Nathan Gunderson is a financial advisor who works out of Scottsdale, Arizona with 3 years of relevant experience. Gunderson is an employee of Robert W. Baird & Co. Inc. Over the course of their career, Gunderson has held roles at Hockinson High School, Lubrication Technologies, Inc, Bill Hicks & Co, City Of Battle Groud Public Works, North Dakota State University, James Caliandro Inc, Brownsworth Inc, Robert W. Baird & Co, Grand Canyon University, Association Free Lutheran Bible School and Arne Berge. Gunderson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, Florida and Texas. Robert W. Baird & Co. Inc is a financial advisory firm that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 employees. It handles $248 billion in assets under management between its 316,065 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 accounts, 25% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number 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 largely depend on which services are offered. Fee types billed by Robert W. Baird & Co. Inc can consist of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

14648 N Scottsdale Rd Ste 175
Scottsdale, AZ 85254

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

AZ Average: $2,826,565,184
Total Number of Employees

4,071

AZ Average: 43
Total Number of Accounts

316,065

AZ Average: 1,898
Average Account Size

$783,985

AZ Average: $1,489,234

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

Nathan Gunderson Work History

Nathan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Robert W. Baird & Co

2019 - 2020 (1 year)

Grand Canyon University

2018 - 2020 (2 years)

Robert W. Baird & Co

2017 - 2017 (< 1 year)

City Of Battle Groud Public Works

2017 - 2018 (1 year)

James Caliandro Inc

2017 - 2017 (< 1 year)

Arne Berge

2016 - 2016 (< 1 year)

City Of Battle Groud Public Works

2016 - 2018 (2 years)

North Dakota State University

2015 - 2016 (1 year)

Bill Hicks & Co

2015 - 2015 (< 1 year)

Brownsworth Inc

2014 - 2015 (1 year)

Lubrication Technologies, Inc

2014 - 2016 (2 years)

Association Free Lutheran Bible School

2010 - 2014 (4 years)

Hockinson High School

*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 Nathan Gunderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
John Zielinski
Milwaukee, WI
April Punch
Covington, KY
Katharine Christian
Houston, TX
Traci Bryson
Denver, CO
Kevin Phillips
Davidson, NC
Angela Taylor
Louisville, KY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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