Mary
Christianson

Robert W. Baird & Co. Inc

CRD#2288525
Investment Advisor
in Lake Oswego, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Christianson is a financial advisor based in Lake Oswego, Oregon, working with Robert W. Baird & Co. Inc. Mary has previously held positions at Robert W. Baird & Co. Inc and Mcadams Wright Ragen. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Mary is part of Robert W. Baird & Co. Inc, which operates out of Lake Oswego, Oregon. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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

5400 Meadows Rd, Ste 300
Lake Oswego, OR 97035

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

OR Average: 43
Total Number of Accounts

331,500

OR Average: 1,898
Average Account Size

$867,315

OR 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

Mary Christianson Work History

2014 - Present (10 years)

Robert W. Baird & Co. Inc

2007 - 2014 (7 years)

Mcadams Wright Ragen

Disclosures

Please visit the SEC profile of Mary Christianson 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

Hillery Emms
Fort Worth, TX
Evan Schuetze
Milwaukee, WI
Lauren Post
Milwaukee, WI
Vilyamir Kolesnichenko
Pittsburgh, PA
Thomas Niswonger
Milwaukee, WI
Timothy Donoghue
Wexford, PA
Abigail Landrum
Hopkinsville, KY
Jonathan Mcmonigal
Wexford, PA
Learn more about
Robert W. Baird & Co. Inc

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started
More From SmartAdvisor Match