Robert W. Baird & Co. Inc
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About this Advisor
Richard Tapke is a financial advisor who is based out of Covington, Kentucky. Currently an advisor at Robert W. Baird & Co. Inc, they have accumulated nine years of experience in the financial advisory industry. Tapke maintains Series 65 and Series 66 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Tapke can act as an advisor in Florida, Kentucky, Ohio and Texas. Throughout their career, Tapke has worked at Robert W Baird & Co Inc and The Bank Of Kentucky, Inc. Robert W. Baird & Co. Inc is headquartered in Covington, Kentucky, and has 95 additional brick-and-mortar locations in the nation. Overall, Robert W. Baird & Co. Inc manages $140 billion in assets dispersed across 156,595 client accounts and employs more than 2,622 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 80,887 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Robert W. Baird & Co. Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Richard Tapke Work History
Richard has 10 years of experience.
Robert W Baird & Co Inc
The Bank Of Kentucky, Inc
Richard Tapke has no disclosures.
Please visit their SEC profile for more details.
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