Gary
Lents

Robert W. Baird & Co. Inc

CRD#2271319
Investment Advisor
in Indianapolis, IN

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About this Advisor

Gary Lents is a financial advisor who works in Indianapolis, Indiana with 22 years of industry experience. Lents currently works for Robert W. Baird & Co. Inc. They have spent the entirety of their employment at Robert W. Baird & Co. Inc. Lents holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Florida, Indiana and Texas. Robert W. Baird & Co. Inc is a financial advisory company operating out of Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 people on staff. It manages $248 billion in assets under management between its 316,065 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 client accounts, 25% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a broad range 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 for financial management are based on which services the firm provides the client. Fee types billed by Robert W. Baird & Co. Inc most likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

22 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

8801 River Crossing Blvd Suite 120
Indianapolis, IN 46240

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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

Gary Lents Work History

Gary has been registered as a financial advisor for 22 years.*

2000 - Present (24 years)

Robert W Baird

*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 Gary Lents 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

April Punch
Covington, KY
Michael Gegen
Denver, CO
Kelly Heppe
Denver, CO
John Zielinski
Milwaukee, WI
Katharine Christian
Houston, TX
Traci Bryson
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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