Christopher
Bomba

Robert W. Baird & Co. Inc

CRD#4335648
Investment Advisor
in Bloomington, IN

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About this Advisor

Christopher Bomba is a financial advisor operating out of Bloomington, Indiana who has 4 years of industry experience. Bomba is an employee of Robert W. Baird & Co. Inc. Over the course of their career, Bomba has held roles at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Bomba has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Indiana and Texas. Robert W. Baird & Co. Inc is a business operating out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 financial advisors. It handles $248 billion in assets under management among its 316,065 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 client accounts, 25% are associated with high-net-worth individuals who have more than $1 million in investable assets. Robert W. Baird & Co. Inc provides 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees charged by Robert W. Baird & Co. Inc may include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

202 South College Avenue
Bloomington, IN 47402

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

IN Average: $2,826,565,184
Total Number of Employees

4,071

IN Average: 43
Total Number of Accounts

316,065

IN Average: 1,898
Average Account Size

$783,985

IN 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

Christopher Bomba Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2000 - Present (24 years)

J.J.B. Hilliard, W.L. Lyons, 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 Christopher Bomba 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

Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
April Punch
Covington, KY
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Kelly Heppe
Denver, CO
John Zielinski
Milwaukee, WI
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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