Marisa
Walker

Robert W. Baird & Co. Inc

CRD#4796821
Investment Advisor
in Seattle, WA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

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

Disclosures

No

Office Location

925 Fourth Ave Ste 3600
Seattle, WA 98104

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$132,486,000,627

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

2,366

WA Average: 43
Total Number of Accounts

137,293

WA Average: 1,898
Average Account Size

$964,987

WA Average: $1,489,234

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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
  • Other

Marisa Walker Work History

Marisa has 14 years of experience.

2014 - Present (5 years)

Robert W. Baird & Co. Inc

2004 - 2014 (10 years)

Mcadams Wright Ragen, Inc

Disclosures

Marisa Walker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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