Amanda
Depriest

Robert W. Baird & Co. Inc

CRD#6702803
Investment Advisor
in Denver, CO

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About this Advisor

Amanda Depriest is a financial advisor who works out of Denver, Colorado with a total of 1 year of industry experience. Depriest works at Robert W. Baird & Co. Inc. Over the course of their career, Depriest has held roles at Charles Schwab & Co., Inc, Good Superfoods, Boise Health And Wellness Chiropractic, Boise State University Housing, Boise State University Bookstore, Chicken Charlie, Boise State University, N/A, Wells Fargo Clearing Services, LLC, Aerotek and Robert W. Baird & Co. Inc. Depriest has Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to work in Colorado and Texas. Robert W. Baird & Co. Inc is an advisory company operating out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in assets among its 316,065 client accounts, making it one of the biggest 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 associated with high-net-worth clients who have greater than $1 million in assets. The firm performs 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 typically are based on which services are provided. However, fee types billed by Robert W. Baird & Co. Inc can include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

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

210 University Boulevard Ste 800
Denver, CO 80206

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

CO Average: 43
Total Number of Accounts

316,065

CO Average: 1,898
Average Account Size

$783,985

CO 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

Amanda Depriest Work History

Amanda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Robert W. Baird & Co. Inc

2019 - 2022 (3 years)

Wells Fargo Clearing Services, LLC

2018 - 2019 (1 year)

Aerotek

2016 - 2018 (2 years)

Charles Schwab & Co., Inc

2016 - 2016 (< 1 year)

Boise State University

2016 - 2016 (< 1 year)

N/A

2015 - 2016 (1 year)

Good Superfoods

2015 - 2015 (< 1 year)

Boise Health And Wellness Chiropractic

2015 - 2015 (< 1 year)

Boise State University

2014 - 2015 (1 year)

Boise State University Housing

2013 - 2013 (< 1 year)

Boise State University Bookstore

2013 - 2013 (< 1 year)

Chicken Charlie

2013 - 2014 (1 year)

Boise State University

2012 - 2013 (1 year)

Boise State University

*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 Amanda Depriest 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

April Punch
Covington, KY
Samantha Bane
Milwaukee, WI
Kevin Phillips
Davidson, NC
John Zielinski
Milwaukee, WI
Katharine Christian
Houston, TX
Denise Stup
Denver, CO
Matthew Leatherwood
Houston, TX
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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