Ross
Dickinson

Robert W. Baird & Co. Inc

CRD#5831906
Investment Advisor
in West Des Moines, IA

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About this Advisor

Ross Dickinson is a financial advisor operating out of West Des Moines, Iowa, who has been in the financial industry for 11 years. Dickinson works at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Dickinson Interiors and Robert W. Baird. Dickinson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa. Robert W. Baird & Co. Inc is a business that has its headquarters in West Des Moines, Iowa. The firm has offices in 95 locations and a total of 2,622 people on staff. It handles $140 billion in assets under management across its 156,595 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 725 charities and foundations. Of its 156,595 client accounts, 24% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm has a diverse array 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 for financial management are based on the services offered. Fee types charged by Robert W. Baird & Co. Inc may include any blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

4500 Westown Parkway Suite 201
West Des Moines, IA 50266

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

IA Average: 43
Total Number of Accounts

156,595

IA Average: 1,898
Average Account Size

$895,664

IA Average: $1,489,234

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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
  • Other

Ross Dickinson Work History

Ross has 12 years of experience.

2010 - Present (10 years)

Robert W. Baird

2008 - 2010 (2 years)

Dickinson Interiors

Disclosures

Ross Dickinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Jennifer Le Clair-Bemis
Sheboygan, WI
Brooke Bradshaw
Appleton, WI
John Brooks
Lexington, KY
Joshua Mills
Cedar Rapids, IA
Patrick Mcguire
Milwaukee, WI
Casi Jones
Seattle, WA
Preston Daniells
Grass Valley, CA
Richard Tapke
Covington, KY

This content was compiled from the SEC and FINRA.

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