Nathan
Richey

Robert W. Baird & Co. Inc

CRD#5222063
Investment Advisor
in Bowling Green, KY

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About this Advisor

Nathan Richey is a certified financial planner based out of Bowling Green, Kentucky, who has 4 years of relevant experience. Richey works at Robert W. Baird & Co. Inc. Richey has gained experience at Wells Fargo Advisors LLC, Jjb Hilliard Wl Lyons LLC and Robert W. Baird & Co. Inc. Richey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Kentucky and Texas. Robert W. Baird & Co. Inc is a financial advisory business based in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It controls $248 billion in total assets across its 316,065 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,212 charities and foundations. Of its 316,065 accounts, 25% are held by high-net-worth clients who have more than $1 million in investable assets. The company has a broad 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. Fees charged by financial advisors usually are based on the type of services. However, fees charged by Robert W. Baird & Co. Inc likely include some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

360 8Th Street Suite 211
Bowling Green, KY 42101

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

KY Average: 43
Total Number of Accounts

316,065

KY Average: 1,898
Average Account Size

$783,985

KY 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

Nathan Richey Work History

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

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2013 - Present (11 years)

Jjb Hilliard Wl Lyons LLC

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

*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 Nathan Richey 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
Samantha Bane
Milwaukee, WI
John Zielinski
Milwaukee, WI
April Punch
Covington, KY
Katharine Christian
Houston, TX
Rebecca Schuster
Waukesha, WI
Kevin Phillips
Davidson, NC
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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