Shelley
Pearce
Robert W. Baird & Co. Inc
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About this Advisor
Shelley Pearce is a financial advisor based in Seattle, Washington, working with Robert W. Baird & Co. Inc. Shelley has previously held positions at Robert W. Baird & Co. Inc and Mcadams Wright Ragen, Inc. Shelley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Shelley is part of Robert W. Baird & Co. Inc, which operates out of Seattle, 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
Shelley Pearce Work History
Robert W. Baird & Co. Inc
Mcadams Wright Ragen, Inc
Disclosures
Please visit the SEC profile of Shelley Pearce 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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