Robert W. Baird & Co. Inc
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About this Advisor
David Walters is a financial advisor based out of Battle Creek, Michigan who has 4 years of relevant experience. Walters is on the advisory team at Robert W. Baird & Co. Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Walters has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Michigan, Ohio and Texas. Robert W. Baird & Co. Inc is a financial advisory business that has its headquarters in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It oversees $248 billion in assets across its 316,065 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 customer accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. The company offers a broad array of services, such as 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 advisory fee schedules are based on the services. However, fee types charged by Robert W. Baird & Co. Inc most likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
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Robert W. Baird & Co. Inc Brokerage Details
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
David Walters Work History
David has been registered as a financial advisor for 4 years.*
Robert W. Baird & Co. Inc
J.J.B. Hilliard, W.L. Lyons, LLC
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
*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.
Please visit the SEC profile of David Walters 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
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 email@example.com.
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