Tupper
Macdowell

Robert W. Baird & Co. Inc

CRD#873229
Investment Advisor
in Denver, CO

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About this Advisor

Tupper Macdowell is a financial advisor working out of Denver, Colorado with 13 years of industry experience. Macdowell currently works for Robert W. Baird & Co. Inc. They have been an employee of Robert W. Baird & Co. Inc for all of their career. Macdowell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Florida and Texas. Robert W. Baird & Co. Inc is an advisory business that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 advisors. It administers $248 billion in assets under management across its 316,065 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 customer accounts, 25% are held by high-net-worth clients who have greater than $1 million in investable assets. Robert W. Baird & Co. Inc offers a number 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. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Robert W. Baird & Co. Inc most likely consist of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

Tupper Macdowell Work History

Tupper has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Robert W Baird & Co

*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 Tupper Macdowell 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
Christine Congdon
Roseville, CA
Traci Bryson
Denver, CO
Kevin Phillips
Davidson, NC
Katharine Christian
Houston, TX
Kelly Heppe
Denver, CO
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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