Robert W. Baird & Co. Inc
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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
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
David Beck Work History
David has 15 years of experience.
Robert W. Baird
Wells Fargo Advisors LLC
Wachovia Securities, LLC
David Beck has no disclosures.
Please visit their SEC profile for more details.