Thomas
Baird

Foresight Wealth Management, LLC

CRD#2758195
Investment Advisor
in Draper, UT
Are you Thomas Baird? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Baird is a chartered financial consultant based in Draper, Utah, who has 16 years of professional experience. Baird is an advisor for Foresight Wealth Management, LLC. During their career, Baird has held roles at Foresight Wealth Management, LLC, Hornor, Townsend & Kent, Inc, Securities Service Network and Purshe Kaplan Sterling Investments. Baird has a Series 63 license, designating them as a securities agent, and can operate in Utah. Foresight Wealth Management, LLC is a company that has its headquarters in Draper, Utah. The company has offices in three locations and a total of 12 financial advisors. It oversees $307 million in assets between its 1,570 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,570 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in investable assets. Foresight Wealth Management, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services are provided. However, fees billed by Foresight Wealth Management, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11550 South 700 East Suite 100
Draper, UT 84020

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.

Foresight Wealth Management, LLC Brokerage Details

Total Assets Under Management

$413,847,878

UT Average: $693,624,108
Total Number of Employees

18

UT Average: 12
Total Number of Accounts

2,039

UT Average: 1,115
Average Account Size

$202,966

UT Average: $622,084

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Thomas Baird Work History

Thomas has 16 years of experience.

2017 - Present (2 years)

Purshe Kaplan Sterling Investments

2011 - Present (8 years)

Foresight Wealth Management, LLC

2011 - 2017 (6 years)

Securities Service Network

2002 - 2011 (9 years)

Hornor, Townsend & Kent, Inc

Disclosures

Thomas Baird has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started