Christine
Congdon

Robert W. Baird & Co. Inc

CRD#6180293
Investment Advisor
in Roseville, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christine Congdon is a financial advisor based out of Roseville, California, who has 9 years of relevant experience. Congdon is an advisor for Robert W. Baird & Co. Inc. They have spent all of their time as a financial advisor at Robert W. Baird & Co. Inc. Congdon has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Robert W. Baird & Co. Inc is a financial advisory business that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 employees. It manages $248 billion in total assets across its 316,065 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,212 charitable organizations. Of its 316,065 client accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including 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 for financial management largely depend on which services the firm provides the client. Fee types charged by Robert W. Baird & Co. Inc may include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

1400 Rocky Ridge Drive Suite 250
Roseville, CA 95661

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

$247,790,348,025

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

4,071

CA Average: 43
Total Number of Accounts

316,065

CA Average: 1,898
Average Account Size

$783,985

CA 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

Christine Congdon Work History

Christine has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Robert W. Baird & Co. Inc

*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 Christine Congdon 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.

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