Brandon
Navara

Robert W. Baird & Co. Inc

CRD#4422013
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brandon Navara is a financial advisor working out of Minneapolis, Minnesota who has 10 years of relevant experience. Navara is currently employed by Robert W. Baird & Co. Inc. They have been employed by Robert W. Baird & Co. Inc for their entire career. Navara holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Florida, Minnesota and Texas. Robert W. Baird & Co. Inc is a firm headquartered in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 people on staff. It controls $248 billion in assets under management among its 316,065 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a broad 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. A financial advisor's fee schedules usually are based on which service is provided. Fee types charged by Robert W. Baird & Co. Inc most likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

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, Others

Office Location

7650 Edinborough Way Suite 300
Minneapolis, MN 55435

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

MN Average: 43
Total Number of Accounts

316,065

MN Average: 1,898
Average Account Size

$783,985

MN 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

Brandon Navara Work History

Brandon has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

: Robert W. Baird

*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 Brandon Navara 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

Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
April Punch
Covington, KY
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Kelly Heppe
Denver, CO
John Zielinski
Milwaukee, WI
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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