Thomas
Graham

Robert W. Baird & Co. Inc

CRD#7470009
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Thomas Graham is a financial advisor based in Grand Rapids, Michigan, working with Robert W. Baird & Co. Inc. Thomas has previously held positions at Whispering Pines Golf Course, Central Michigan University, 320 Guest Ranch, Charles V. Park Library, Under Canvas Glacier, Shipt, Baird, and Student. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Thomas is part of Robert W. Baird & Co. Inc, which operates out of Grand Rapids, Michigan. 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 66

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

333 Bridge St N.W. Ste 1000
Grand Rapids, MI 49504

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

MI Average: 43
Total Number of Accounts

331,500

MI Average: 1,898
Average Account Size

$867,315

MI 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

Thomas Graham Work History

2021 - Present (3 years)

Baird

2020 - 2020 (< 1 year)

Shipt

2020 - 2021 (1 year)

Central Michigan University

2019 - 2019 (< 1 year)

Under Canvas Glacier

2019 - 2020 (1 year)

Central Michigan University

2018 - 2018 (< 1 year)

320 Guest Ranch

2018 - 2019 (1 year)

Central Michigan University

2018 - 2021 (3 years)

Charles V. Park Library

2017 - 2017 (< 1 year)

Whispering Pines Golf Course

2017 - 2018 (1 year)

Central Michigan University

2012 - 2017 (5 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Graham 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
Christine Wiskochil
Cleveland, OH
Ryan Eastman
Milwaukee, WI
Jessica Tai
Denver, CO
Leah Strickland
Greenville, SC
Sam Ellington
Louisville, KY
Brandon Coppa
Pittsburgh, PA
Brandon Carter
Mount Vernon, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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