Robert W. Baird & Co. Inc
About this Advisor
Peter Shanahan is a certified financial planner working in Hendersonville, North Carolina, who has 20 years of experience as a financial advisor. Shanahan is currently employed by Robert W. Baird & Co. Inc. During their career, Shanahan has held roles at Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, Na, J.J.B. Hilliard W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Shanahan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Robert W. Baird & Co. Inc is an advisory business that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 169 locations and a total of 3,651 employees. It manages $188 billion in assets under management among its 207,240 client accounts, placing it among the biggest financial 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% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a diverse set 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 charged by financial advisors are based on which service is offered. Fees billed by Robert W. Baird & Co. Inc likely include 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
Peter Shanahan Work History
Peter has 20 years of experience.
Robert W. Baird & Co. Inc
J.J.B. Hilliard W.L. Lyons, LLC
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith, Inc
Peter Shanahan has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.