Robert W. Baird & Co. Inc
About this Advisor
John Beery is a financial advisor who works in Midland, Michigan, with 10 years of financial industry experience. Beery is on the advisory team at Robert W. Baird & Co. Inc. Throughout their career, they have worked at J.J.B. Hilliard, W.L. Lyons, LLC and Baird. Beery maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Michigan and Texas. Robert W. Baird & Co. Inc is an advisory company operating out of Midland, Michigan. The firm has offices in 169 locations and a total of 3,651 financial advisors. It administers $188 billion in assets among its 207,240 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 891 charities and foundations. Of its 207,240 client accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number 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 fees typically depend on the financial services. However, fee types billed by Robert W. Baird & Co. Inc 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
John Beery Work History
John has 10 years of experience.
J.J.B. Hilliard, W.L. Lyons, LLC
John Beery has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Fort Wayne, IN