Andrew
Ladd

Robert W. Baird & Co. Inc

CRD#4675762
Investment Advisor
in Dallas, TX

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About this Advisor

Andrew Ladd is a financial advisor who works in Dallas, Texas with 9 years of industry experience. Ladd currently works for Robert W. Baird & Co. Inc. Ladd has gained experience at Wells Fargo Advisors LLC and Robert W. Baird & Co. Ladd holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Florida and Texas. Robert W. Baird & Co. Inc is a business that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 financial advisors. It manages $248 billion in assets under management across its 316,065 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. Robert W. Baird & Co. Inc 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. Financial advisory fee schedules usually vary depending on the type of services offered. Fees charged by Robert W. Baird & Co. Inc can include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

8333 Douglas Avenue Suite 1000
Dallas, TX 75225

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

TX Average: 43
Total Number of Accounts

316,065

TX Average: 1,898
Average Account Size

$783,985

TX 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

Andrew Ladd Work History

Andrew has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Robert W. Baird & Co

2009 - 2014 (5 years)

Wells Fargo Advisors 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.

Disclosures

Please visit the SEC profile of Andrew Ladd 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

April Punch
Covington, KY
Cortlandt Howell
Denver, CO
John Zielinski
Milwaukee, WI
Kelly Heppe
Denver, CO
Katharine Christian
Houston, TX
Samantha Bane
Milwaukee, WI
Kevin Phillips
Davidson, NC
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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