Shaun
Dennehy

Robert W. Baird & Co. Inc

CRD#1613565
Investment Advisor
in Seattle, WA

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About this Advisor

Shaun Dennehy is a financial advisor who works out of Seattle, Washington, who has been in the financial industry for 23 years. Dennehy is currently employed by Robert W. Baird & Co. Inc. Throughout their career, they have worked at Ragen Mackenzie Inc, Wells Fargo Bank, Mcadams Wright Ragen and Robert W. Baird & Co. Inc. Dennehy maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Washington. Robert W. Baird & Co. Inc is a financial advisory firm headquartered in Seattle, Washington. The company has offices in 169 locations and a total of 3,651 people on staff. It controls $188 billion in assets between its 207,240 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 891 charitable organizations. Of its 207,240 accounts, 25% are held by high-net-worth clients who have more than $1 million in assets available to invest. Robert W. Baird & Co. Inc performs a wide set 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 for financial management largely are based on which services are provided. However, fees billed by Robert W. Baird & Co. Inc likely include any blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 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

Yes

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

$188,252,622,527

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

3,651

WA Average: 43
Total Number of Accounts

207,240

WA Average: 1,898
Average Account Size

$908,380

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

Shaun Dennehy Work History

Shaun has 23 years of experience.

2014 - Present (7 years)

Robert W. Baird & Co. Inc

2010 - 2014 (4 years)

Mcadams Wright Ragen

2000 - 2010 (10 years)

Wells Fargo Bank

1997 - 2010 (13 years)

Ragen Mackenzie Inc

Disclosures

Shaun Dennehy has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Heather Rushenberg
Davenport, IA
Robert Mccarron
Akron, OH
Scott Willkomm
Appleton, WI
Noah Polk
Louisville, KY
Michelle Rossi-Weida
Milwaukee, WI
Kendall Clayborne
Milwaukee, WI
Scott Johnson
Rockford, IL
Julia Avrunina
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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