Karen
Ogard

Robert W. Baird & Co. Inc

CRD#1141985
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

35 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

Karen Ogard Work History

Karen has 35 years of experience.

2009 - Present (10 years)

Robert W Baird

2008 - 2009 (1 year)

Wachovia Securities, LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

1983 - 2009 (26 years)

A. G. Edwards & Sons, Inc

Disclosures

Karen Ogard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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