Landon
Carlisle

Robert W. Baird & Co. Inc

CRD#3158836
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Landon Carlisle is a financial advisor based in Murfreesboro, Tennessee with a total of 4 years of relevant experience. Carlisle is an employee of Robert W. Baird & Co. Inc. The advisor has gained experience at Hilliard Lyons, J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Carlisle has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Tennessee and Texas. Robert W. Baird & Co. Inc is a registered investment firm that has its headquarters in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It manages $248 billion in assets under management among its 316,065 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a wide 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. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Robert W. Baird & Co. Inc likely are comprised of some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

1639 Medical Center Parkway Suite 305
Murfreesboro, TN 37129

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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

Landon Carlisle Work History

Landon has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Robert W. Baird & Co. Inc

1998 - Present (26 years)

Hilliard Lyons

1998 - Present (26 years)

J.J.B. Hilliard, W.L. Lyons, 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 Landon Carlisle 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

Tracy Gardner
Grand Junction, CO
Michael Gegen
Denver, CO
Christine Congdon
Roseville, CA
Cortlandt Howell
Denver, CO
Katharine Christian
Houston, TX
Scott Bartosh
Houston, TX
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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