William
Simonds

Robert W. Baird & Co. Inc

CRD#2615854
Investment Advisor
in Battle Creek, MI

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About this Advisor

William Simonds is a financial advisor operating out of Battle Creek, Michigan with 4 years of relevant experience. Simonds is an employee of Robert W. Baird & Co. Inc. During their career, the advisor has held roles at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Simonds maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Michigan and Texas. Robert W. Baird & Co. Inc is a financial advisory company that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 advisors. It has $248 billion in assets under management across its 316,065 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 1,212 charities and foundations. Of its 316,065 accounts, 25% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Robert W. Baird & Co. Inc performs a number of services, including 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. Fees for financial management depend on which services are provided. However, fees billed by Robert W. Baird & Co. Inc likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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, Others

Office Location

4625 Beckley Road, Building 200
Battle Creek, MI 49015

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

MI Average: 43
Total Number of Accounts

316,065

MI Average: 1,898
Average Account Size

$783,985

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

William Simonds Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Robert W. Baird & Co. Inc

1997 - Present (27 years)

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

Disclosures

Please visit the SEC profile of William Simonds 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

Gregory Pinsky
Milwaukee, WI
Michelle Rossi-Weida
Milwaukee, WI
Gina Harbison
Pittsburgh, PA
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Patricia Latimer
Murray, KY
Deane Gauthier
Hendersonville, NC
Angela Taylor
Louisville, KY

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 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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