Rebecca
Moreland

Robert W. Baird & Co. Inc

CRD#2833377
Investment Advisor
in Denver, CO
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About this Advisor

Rebecca Moreland is a certified financial planner based in Denver, Colorado, who has been in the industry for 15 years. Moreland is an employee of Robert W. Baird & Co. Inc. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Robert W. Baird. Moreland maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado, Florida and Texas. Robert W. Baird & Co. Inc is an advisory firm that has its headquarters in Denver, Colorado. The firm has offices in 81 locations and a total of 2,366 people on staff. It administers $133 billion in assets between its 137,293 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 644 charitable organizations. Of its 137,293 accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets. Robert W. Baird & Co. Inc performs a broad 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by Robert W. Baird & Co. Inc most likely are comprised of 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

Yes

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

Rebecca Moreland Work History

Rebecca 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

Rebecca Moreland has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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