Ashley
Barr
Robert W. Baird & Co. Inc
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About this Advisor
Ashley Barr is a financial advisor operating out of Dallas, Texas, who has 8 years of industry experience. Barr currently works for Robert W. Baird & Co. Inc. Throughout their career, they have worked at Nfj Investment Group LLC and Robert W Baird & Co Inc. Barr has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Robert W. Baird & Co. Inc is a financial advisory company that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 people on staff. It has $248 billion in assets under management among its 316,065 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,212 charities and foundations. Of its 316,065 customer accounts, 25% belong to high-net-worth individuals who have more than $1 million in investable assets. Robert W. Baird & Co. Inc performs a wide array 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. Financial advisory fee schedules usually depend on the financial services offered. Fees charged by Robert W. Baird & Co. Inc most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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
Ashley Barr Work History
Ashley has been registered as a financial advisor for 8 years.*
Robert W Baird & Co Inc
Nfj Investment Group 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 Ashley Barr 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
Milwaukee, WI
Covington, KY
Denver, CO
Davidson, NC
Houston, TX
Denver, CO
Houston, TX
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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