Robert W. Baird & Co. Inc
About this Advisor
Shelley Pearce is a financial advisor working out of Seattle, Washington, who has been in the advisory business for 16 years. Pearce is an employee of Robert W. Baird & Co. Inc. Pearce has gained experience at Robert W. Baird & Co. Inc and Mcadams Wright Ragen, Inc. Pearce holds Series 63 and Series 65 licenses, which qualify 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 that has its headquarters in Seattle, Washington. The investment advisory business has offices in 169 locations and a total of 3,651 advisors. It manages $188 billion in assets among its 207,240 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 891 charities and foundations. Of its 207,240 customer accounts, 25% are held by high-net-worth clients who have more than $1 million in assets. Robert W. Baird & Co. Inc performs a diverse assortment of services, such as 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 typically depend on which services the firm provides the client. However, fee types billed by Robert W. Baird & Co. Inc most likely include some blend 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
Shelley Pearce Work History
Shelley has 16 years of experience.
Robert W. Baird & Co. Inc
Mcadams Wright Ragen, Inc
Shelley Pearce has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc