Robert W. Baird & Co. Inc
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About this Advisor
Karen Ogard is a certified financial planner whose office is in Denver, Colorado. Currently a registered financial advisor with Robert W. Baird & Co. Inc, Ogard has an impressive 35 years of work experience. Ogard maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Ogard is able to serve customers in Colorado, Texas and Florida. The advisor has gained experience at Robert W Baird, A. G. Edwards & Sons, Inc and Wachovia Securities, LLC. Robert W. Baird & Co. Inc is headquartered in Denver, Colorado, and operates out of 81 other locations across the country. In total, Robert W. Baird & Co. Inc oversees $133 billion in assets across 137,293 accounts and employs more than 2,366 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 72,936 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Robert W. Baird & Co. Inc provides 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
Karen Ogard Work History
Karen has 35 years of experience.
Robert W Baird
Wachovia Securities, LLC
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
Karen Ogard has no disclosures.
Please visit their SEC profile for more details.