Peter
Shanahan

Robert W. Baird & Co. Inc

CRD#1386092
Investment Advisor
in Hendersonville, NC

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

20 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

Disclosures

Yes

Office Location

475 S. Church Street Suite 100 A
Hendersonville, NC 28792

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

NC Average: 43
Total Number of Accounts

207,240

NC Average: 1,898
Average Account Size

$908,380

NC Average: $1,489,234

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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
  • Other

Peter Shanahan Work History

Peter has 20 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2013 - Present (8 years)

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

2009 - 2013 (4 years)

Bank Of America,Na

2000 - 2013 (13 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

Disclosures

Peter Shanahan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Heather Rushenberg
Davenport, IA
Christopher Peters
Scottsdale, AZ
Noah Polk
Louisville, KY
Scott Osborn
Columbus, IN
Sulay Ringwala
Alpharetta, GA
Brenna Olson
Milwaukee, WI
Susan Foerg
Denver, CO
Brandon Pribyl
Davenport, IA

This content was compiled from the SEC and FINRA.

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.

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