John
Beery

Robert W. Baird & Co. Inc

CRD#2262285
Investment Advisor
in Midland, MI

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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

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

3320 Ridgecrest Drive Suite 100
Midland, MI 48642

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

MI Average: 43
Total Number of Accounts

207,240

MI Average: 1,898
Average Account Size

$908,380

MI Average: $1,489,234

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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
  • Other

John Beery Work History

John has 10 years of experience.

2019 - Present (2 years)

Baird

2010 - 2019 (9 years)

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

Disclosures

John Beery has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Gary Love
Rockford, IL
Tawne Wandling
Evansville, IN
Matthew Schmidt
Fort Wayne, IN
Kathleen Mueller
Cleveland, OH
Taylor Porter
Lexington, KY
Andrew Malone
Chicago, IL
Casi Jones
Seattle, WA
Taylor Paules
Denver, CO

This content was compiled from the SEC and FINRA.

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