Brian
Johns

Robert W. Baird & Co. Inc

CRD#6277151
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Brian Johns is a financial advisor based in Pittsburgh, Pennsylvania, with 1 year of industry experience. Johns is currently employed by Robert W. Baird & Co. Inc. Johns has gained experience at Mass Mutual, Aig Retirement Services (Valic), Hefren-Tillotson and Robert W. Baird & Co. Inc. Johns has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Robert W. Baird & Co. Inc is a financial advisory firm operating out of Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 employees. It administers $248 billion in assets under management among its 316,065 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 client accounts, 25% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number 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 for financial advisory services largely depend on which service is provided. Fee types billed by Robert W. Baird & Co. Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

650 Smithfield Street Suite 2330
Pittsburgh, PA 15222

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

PA Average: 43
Total Number of Accounts

316,065

PA Average: 1,898
Average Account Size

$783,985

PA 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

Brian Johns Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Robert W. Baird & Co. Inc

2020 - Present (4 years)

Hefren-Tillotson

2014 - 2020 (6 years)

Aig Retirement Services (Valic)

2013 - 2014 (1 year)

Mass Mutual

*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 Brian Johns 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
Alfred Hassinger
Birmingham, MI
Bryan Pope
Lexington, KY
Patricia Latimer
Murray, KY
Katharine Christian
Houston, TX
Patricia Sparks
Houston, TX
Gina Harbison
Pittsburgh, PA
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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