Gunnar
Berg

Robert W. Baird & Co. Inc

CRD#7341359
Investment Advisor
in Yakima, WA

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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

Series 66

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

3907 Castlevale Rd Suite 100
Yakima, WA 98902

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

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

4,069

WA Average: 43
Total Number of Accounts

331,500

WA Average: 1,898
Average Account Size

$867,315

WA 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

Gunnar Berg Work History

2021 - Present (3 years)

Baird Private Wealth Management

2020 - 2020 (< 1 year)

Washington Fruit And Cold Storage

2013 - 2020 (7 years)

Yakima Fresh Growers And Shippers

Created with Highcharts 6.0.7

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.

Financial Advisors at Robert W. Baird & Co. Inc

Hillery Emms
Fort Worth, TX
Evan Schuetze
Milwaukee, WI
Lauren Post
Milwaukee, WI
Vilyamir Kolesnichenko
Pittsburgh, PA
Thomas Niswonger
Milwaukee, WI
Timothy Donoghue
Wexford, PA
Abigail Landrum
Hopkinsville, KY
Jonathan Mcmonigal
Wexford, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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