Mark
Stevanovic
Robert W. Baird & Co. Inc
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About this Advisor
Mark Stevanovic is a financial advisor operating out of Dallas, Texas who has 11 years of industry experience. Stevanovic is currently employed by Robert W. Baird & Co. Inc. They have spent their entire employment at Robert W. Baird & Co. Inc. Stevanovic has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Maine, Pennsylvania, Texas and Virginia. Robert W. Baird & Co. Inc is an advisory firm based in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 employees. It has $248 billion in assets across its 316,065 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 client accounts, 25% are associated with high-net-worth clients who have more than $1 million in assets available to invest. 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. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees billed by Robert W. Baird & Co. Inc likely consist of any combination of 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
Mark Stevanovic Work History
Mark has been registered as a financial advisor for 11 years.*
Robert W. Baird & Co. 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 Mark Stevanovic 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
Denver, CO
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Covington, KY
Houston, TX
Roseville, CA
Denver, CO
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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