Gunnar
Berg
Robert W. Baird & Co. Inc
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About this Advisor
Gunnar Berg is a financial advisor based in Yakima, Washington, working with Robert W. Baird & Co. Inc. Gunnar has previously held positions at Baird Private Wealth Management, Washington Fruit And Cold Storage, and Yakima Fresh Growers And Shippers. Gunnar has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Gunnar is part of Robert W. Baird & Co. Inc, which operates out of Yakima, Washington. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$287,514,955,453
4,069
331,500
$867,315
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
Gunnar Berg Work History
Baird Private Wealth Management
Washington Fruit And Cold Storage
Yakima Fresh Growers And Shippers
Disclosures
Please visit the SEC profile of Gunnar Berg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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