Robert W. Baird & Co. Inc
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About this Advisor
Marisa Walker is a certified financial planner based in Seattle, Washington, who has 14 years of financial industry experience. Walker is an employee of Robert W. Baird & Co. Inc. During their career, the advisor has held roles at Robert W. Baird & Co. Inc and Mcadams Wright Ragen, Inc. Walker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Robert W. Baird & Co. Inc is a registered investment firm headquartered in Seattle, Washington. It has offices in 81 locations and a total of 2,366 people on staff. It has $133 billion in assets among its 137,293 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 644 charities and foundations. Of its 137,293 customer accounts, 16% are associated with high-net-worth individuals who have at least $1 million in investable assets. Robert W. Baird & Co. Inc provides a diverse assortment 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 charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Robert W. Baird & Co. Inc may include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Marisa Walker Work History
Marisa has 14 years of experience.
Robert W. Baird & Co. Inc
Mcadams Wright Ragen, Inc
Marisa Walker has no disclosures.
Please visit their SEC profile for more details.