Christine
Congdon

Robert W. Baird & Co. Inc

CRD#6180293
Investment Advisor
in Roseville, CA

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About this Advisor

Christine Congdon is a financial advisor based in Roseville, California, working with Robert W. Baird & Co. Inc. Christine has previously held a position at Robert W. Baird & Co. Inc. Christine has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christine is part of Robert W. Baird & Co. Inc, which operates out of Roseville, California. 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

1400 Rocky Ridge Drive Suite 250
Roseville, CA 95661

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

CA Average: 43
Total Number of Accounts

331,500

CA Average: 1,898
Average Account Size

$867,315

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

2013 - Present (11 years)

Robert W. Baird & Co. Inc

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

Hillery Emms
Fort Worth, TX
Evan Schuetze
Milwaukee, WI
Lauren Post
Milwaukee, WI
Vilyamir Kolesnichenko
Pittsburgh, PA
Thomas Niswonger
Milwaukee, WI
Timothy Donoghue
Wexford, PA
Abigail Landrum
Hopkinsville, KY
Jonathan Mcmonigal
Wexford, PA

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.

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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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