Sue
Badgett

Robert W. Baird & Co. Inc

CRD#58517
Investment Advisor
in Hopkinsville, KY

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About this Advisor

Sue Badgett is a financial advisor based in Hopkinsville, Kentucky, working with Robert W. Baird & Co. Inc. Sue has previously held positions at Robert W. Baird & Co. Inc and J.J.B. Hilliard, W.L. Lyons, Inc. Sue has passed the Series 63 regulatory exam and is registered to provide services in Kentucky and Texas. Currently, Sue is part of Robert W. Baird & Co. Inc, which operates out of Hopkinsville, Kentucky. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63

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

1003 South Virginia Street
Hopkinsville, KY 42240

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

KY Average: 43
Total Number of Accounts

331,500

KY Average: 1,898
Average Account Size

$867,315

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

Sue Badgett Work History

2019 - Present (5 years)

Robert W. Baird & Co. Inc

1965 - Present (59 years)

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

Disclosures

Please visit the SEC profile of Sue Badgett 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

Hillery Emms
Fort Worth, TX
Madeline Schroeder
Denver, CO
Ronald Demers
Scottsdale, AZ
Leah Strickland
Greenville, SC
Sissi Sondgroth
Seattle, WA
Lawrence Magid
Dallas, TX
Sam Ellington
Louisville, KY
Corey Utz
Wexford, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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