Trevor
Guenther

Robert W. Baird & Co. Inc

CRD#7274250
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trevor Guenther is a financial advisor based in Scottsdale, Arizona, working with Robert W. Baird & Co. Inc. Trevor has previously held positions at Cedar Rapids Day School, Duetmeyer And Grawe Construction, Paul Reveres Pizza, Iowa State University, Robert W. Baird & Co Inc, Kennedy High School, and Kirkwood Community College. Trevor has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Trevor is part of Robert W. Baird & Co. Inc, which operates out of Scottsdale, Arizona. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

AZ Average: 43
Total Number of Accounts

331,500

AZ Average: 1,898
Average Account Size

$867,315

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

Trevor Guenther Work History

2022 - Present (2 years)

Robert W. Baird & Co Inc

2021 - 2021 (< 1 year)

Robert W. Baird & Co Inc

2021 - 2022 (1 year)

Iowa State University

2019 - 2021 (2 years)

Iowa State University

2018 - 2018 (< 1 year)

Duetmeyer And Grawe Construction

2017 - 2020 (3 years)

Paul Reveres Pizza

2017 - 2019 (2 years)

Kirkwood Community College

2015 - 2018 (3 years)

Cedar Rapids Day School

2014 - 2017 (3 years)

Kennedy High School

Disclosures

Please visit the SEC profile of Trevor Guenther 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

Hillery Emms
Fort Worth, TX
Trevor Guenther
Scottsdale, AZ
Brett Selke
Milwaukee, WI
Jennifer Scharf
Milwaukee, WI
Heather Reynolds
Steubenville, OH
William Mcginty
Sarasota, FL
Ryan Eastman
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started