Robert W. Baird & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Waymon Tipton is a chartered financial analyst working in Nashville, Tennessee with a total of 4 years of industry experience. Tipton is on the advisory team at Robert W. Baird & Co. Inc. During their career, Tipton has held roles at Jjb Hilliard Wl Lyons, Robert W. Baird & Co. Inc and Avondale Partners, LLC. Tipton has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Robert W. Baird & Co. Inc is an advisory company operating out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 advisors. It handles $248 billion in assets under management between its 316,065 accounts, making it one of the largest firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth investors who have more than $1 million in assets. Robert W. Baird & Co. Inc has a wide assortment 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 advice typically vary depending on which services are offered. Fee types charged by Robert W. Baird & Co. Inc likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
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
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
Waymon Tipton Work History
Waymon has been registered as a financial advisor for 4 years.*
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons
Avondale Partners, LLC
*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.
Please visit the SEC profile of Waymon Tipton 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
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 firstname.lastname@example.org.
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.