Thomas
Boh

Robert W. Baird & Co. Inc

CRD#4335073
Investment Advisor
in Denver, CO
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About this Advisor

Thomas Boh is a certified financial planner working out of Denver, Colorado, who has been in the advisory business for 10 years. Boh is an advisor for Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at Wachovia Securities, LLC and Robert W. Baird. Boh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado, Texas and Florida. Robert W. Baird & Co. Inc is an advisory company headquartered in Denver, Colorado. The firm has offices in 81 locations and a total of 2,366 advisors. It manages $133 billion in assets between its 137,293 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 644 charities and foundations. Of its 137,293 accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. Robert W. Baird & Co. Inc offers a number of services, such as 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. Fees charged by financial advisors usually depend on the type of financial services provided. However, fees charged by Robert W. Baird & Co. Inc likely consist of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Thomas Boh Work History

Thomas has 10 years of experience.

2009 - Present (10 years)

Robert W. Baird

2008 - 2009 (1 year)

Wachovia Securities, LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Thomas Boh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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