John
Boots

Robert W. Baird & Co. Inc

CRD#3130834
Investment Advisor
in Cookeville, TN

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About this Advisor

John Boots is a financial advisor operating out of Cookeville, Tennessee with 2 years of industry experience. Boots is an employee of Robert W. Baird & Co. Inc. Over the course of their career, Boots has held roles at Ubs Financial Services Inc and Robert W Baird Incoporated & Co. Boots holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Tennessee and Texas. Robert W. Baird & Co. Inc is a firm that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It administers $248 billion in total assets among its 316,065 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 accounts, 25% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a number 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 which service is provided. However, fees charged by Robert W. Baird & Co. Inc most likely are comprised of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

901 Neal Street, Suite 201
Cookeville, TN 38501

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

TN Average: 43
Total Number of Accounts

316,065

TN Average: 1,898
Average Account Size

$783,985

TN 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

John Boots Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Robert W Baird Incoporated & Co

2000 - 2021 (21 years)

Ubs Financial Services 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 John Boots 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

John Zielinski
Milwaukee, WI
Denise Stup
Denver, CO
Kelly Heppe
Denver, CO
Kevin Phillips
Davidson, NC
Katharine Christian
Houston, TX
April Punch
Covington, KY
Matthew Leatherwood
Houston, TX
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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