Michael
Mchugh

Robert W. Baird & Co. Inc

CRD#2839555
Investment Advisor
in Denver, CO

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About this Advisor

Michael Mchugh is a financial advisor working in Denver, Colorado who has 8 years of industry experience. Mchugh works at Robert W. Baird & Co. Inc. The advisor has gained experience at Robert W. Baird, Charles Schwab & Co., Inc and Charles Schwab Bank. Mchugh has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Colorado, Florida and Texas. Robert W. Baird & Co. Inc is a financial advisory firm based in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in total assets across its 316,065 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a diverse array 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. Financial management fees typically are based on which service is provided. Fee types charged by Robert W. Baird & Co. Inc can include some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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, 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

Michael Mchugh Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Robert W. Baird

2005 - 2015 (10 years)

Charles Schwab Bank

1996 - 2015 (19 years)

Charles Schwab & Co., Inc

*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 Michael Mchugh 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

Rebecca Schuster
Waukesha, WI
Tracy Gardner
Grand Junction, CO
Kelly Heppe
Denver, CO
Denise Stup
Denver, CO
Katharine Christian
Houston, TX
Christine Congdon
Roseville, CA
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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