David
Beck

Robert W. Baird & Co. Inc

CRD#1062926
Investment Advisor
in Denver, CO
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About this Advisor

David Beck is a certified financial planner whose office is in Denver, Colorado. Currently a registered financial advisor at Robert W. Baird & Co. Inc, Beck has 15 years of work experience in the financial advisory industry. Beck maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Beck is registered to operate in Colorado, Texas and Florida. Beck has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Robert W. Baird. Robert W. Baird & Co. Inc is based out of Denver, Colorado, and operates out of 81 other offices throughout the United States. In aggregate, Robert W. Baird & Co. Inc manages $133 billion in assets dispersed across 137,293 client accounts and retains more than 2,366 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 72,936 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Robert W. Baird & Co. Inc can provide 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 firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

Disclosures

No

Office Location

210 University Boulevard Suite 900
Denver, CO 80206

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

CO Average: 43
Total Number of Accounts

156,595

CO Average: 1,898
Average Account Size

$895,664

CO Average: $1,489,234

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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

David Beck Work History

David has 15 years of experience.

2013 - Present (6 years)

Robert W. Baird

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

David Beck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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