Scott
Derus
Robert W. Baird & Co. Inc
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About this Advisor
Scott Derus is a financial advisor who works in Waukesha, Wisconsin with 5 years of industry experience. Derus is an advisor for Robert W. Baird & Co. Inc. Throughout their career, Derus has worked at Wells Fargo Distributor, LLC, Wells Fargo Clearing Services, LLC, Robert W Baird & Co., Inc and Wells Fargo Advisors, LLC. Derus has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Robert W. Baird & Co. Inc is a financial advisory business operating out of Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 financial advisors. It has $248 billion in total assets among its 316,065 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Robert W. Baird & Co. Inc offers a number 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Robert W. Baird & Co. Inc likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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
Scott Derus Work History
Scott has been registered as a financial advisor for 5 years.*
Robert W Baird & Co., Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Distributor, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Derus 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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