Anne
Brandon

Robert W. Baird & Co. Inc

CRD#1886191
Investment Advisor
in Louisville, KY

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About this Advisor

Anne Brandon is a financial advisor working out of Louisville, Kentucky, who has been in the advisory business for 10 years. Brandon is an employee of Robert W. Baird & Co. Inc. Their career trajectory has included roles at J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Brandon holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kentucky. Robert W. Baird & Co. Inc is a financial advisory business that has its headquarters in Louisville, Kentucky. The investment advisory business has offices in 169 locations and a total of 3,651 people on staff. It oversees $188 billion in assets between its 207,240 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 891 charitable organizations. Of its 207,240 accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets. Robert W. Baird & Co. Inc has a diverse 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. Financial management fees usually are based on which services the firm provides the client. However, fees billed by Robert W. Baird & Co. Inc can consist of some blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 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

500 West Jefferson St.
Louisville, KY 40202

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

KY Average: 43
Total Number of Accounts

207,240

KY Average: 1,898
Average Account Size

$908,380

KY 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

Anne Brandon Work History

Anne has 10 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2011 - Present (10 years)

J.J.B. Hilliard, W.L. Lyons, LLC

Disclosures

Anne Brandon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Beverly Vinch
Cleveland, OH
Ethan Dahlberg
Mequon, WI
Donna Hoff
Charleston, WV
Brooke Bradshaw
Appleton, WI
Michael Sullivan
Milwaukee, WI
Justin Ross
Charlotte, NC
Michael Parrott
Charlotte, NC
Robert Mccarron
Akron, OH

This content was compiled from the SEC and FINRA.

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