Sandra
Dixon

Robert W. Baird & Co. Inc

CRD#1220736
Investment Advisor
in Columbus, OH

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About this Advisor

Sandra Dixon is a financial advisor who works out of Columbus, Ohio with 24 years of relevant experience. Dixon is an employee of Robert W. Baird & Co. Inc. They have spent the entirety of their time as a financial advisor at Robert W. Baird & Co. Inc. Dixon is registered to operate in Ohio. Robert W. Baird & Co. Inc is an advisory company based in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 people on staff. It handles $248 billion in total assets across its 316,065 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 1,212 charities and foundations. Of its 316,065 customer accounts, 25% are held by high-net-worth individuals who have more than $1 million in assets. Robert W. Baird & Co. Inc performs a wide assortment 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. Fees charged by financial advisors usually are based on the type of services. However, fees billed by Robert W. Baird & Co. Inc can consist of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Years Registered*

24 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

4215 Worth Ave Suite 200
Columbus, OH 43219

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

OH Average: 43
Total Number of Accounts

316,065

OH Average: 1,898
Average Account Size

$783,985

OH 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

Sandra Dixon Work History

Sandra has been registered as a financial advisor for 24 years.*

1999 - Present (25 years)

Robert W. Baird & Co. 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 Sandra Dixon 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

Amy Wyatt
Davidson, NC
Michael Moore
Denver, CO
Deane Gauthier
Hendersonville, NC
Brian Hungerford
Greenville, SC
Katharine Christian
Houston, TX
Alfred Hassinger
Birmingham, MI
Waymon Tipton
Nashville, TN
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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