Robert W. Baird & Co. Inc
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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
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
Thomas Boh Work History
Thomas has 10 years of experience.
Robert W. Baird
Wachovia Securities, LLC
Wachovia Securities, LLC
Thomas Boh has no disclosures.
Please visit their SEC profile for more details.