Robert W. Baird & Co. Inc
About this Advisor
Ryan Mccallum is a financial advisor based out of Birmingham, Michigan, who has been in the advisory business for 10 years. Mccallum is on the advisory team at Robert W. Baird & Co. Inc. Throughout their career, Mccallum has worked at Oakland Hills Country Club, United Parcel Service, Pass Charters, Oakland Universeity and Baird. Mccallum maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Michigan. Robert W. Baird & Co. Inc is an advisory company based in Birmingham, Michigan. It has offices in 169 locations and a total of 3,651 advisors. It handles $188 billion in total assets between its 207,240 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 891 charities and foundations. Of its 207,240 accounts, 25% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a wide 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 management fee schedules largely vary depending on which services are provided. However, fees charged by Robert W. Baird & Co. Inc most likely are comprised of some blend of 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
Ryan Mccallum Work History
Ryan has 10 years of experience.
United Parcel Service
Oakland Hills Country Club
Ryan Mccallum has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc