Tasha
Overmyer

Robert W. Baird & Co. Inc

CRD#7292321
Investment Advisor
in Columbus, IN

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About this Advisor

Tasha Overmyer is a financial advisor who works in Columbus, Indiana who has 2 years of industry experience. Overmyer currently works for Robert W. Baird & Co. Inc. The advisor has gained experience at Rw Baird, Lahinch And Associates, Ivy Tech Community College, Centro, Progressive Insurance, Bravo! Cucina Italiana, Gateway Hotel and Mwh Global. Overmyer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Robert W. Baird & Co. Inc is a financial advisory firm based in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It controls $248 billion in assets under management among its 316,065 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Robert W. Baird & Co. Inc offers a wide assortment 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. A financial advisor's fees largely are based on which services are provided. However, fee types charged by Robert W. Baird & Co. Inc can include some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

380 Plaza Drive Suite D
Columbus, IN 47201

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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

Tasha Overmyer Work History

Tasha has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Rw Baird

2019 - 2020 (1 year)

Lahinch And Associates

2017 - 2019 (2 years)

Ivy Tech Community College

2016 - 2017 (1 year)

Centro

2016 - 2017 (1 year)

Progressive Insurance

2014 - 2015 (1 year)

Gateway Hotel

2013 - 2016 (3 years)

Bravo! Cucina Italiana

2013 - 2013 (< 1 year)

Mwh Global

*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 Tasha Overmyer 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

Christine Congdon
Roseville, CA
Michael Gegen
Denver, CO
Kevin Phillips
Davidson, NC
Denise Stup
Denver, CO
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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