Scott
Derus

Robert W. Baird & Co. Inc

CRD#2778771
Investment Advisor
in Waukesha, WI

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About this Advisor

Scott Derus is a financial advisor who works in Waukesha, Wisconsin. Currently a registered investment advisor with Robert W. Baird & Co. Inc, Derus has 10 years of experience in the financial advisory industry. Derus has Series 63, Series 65 and Series 66 licenses, which certify them as both a securities agent and an investment advisor representative. Derus is able to work with customers in Wisconsin. 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. Robert W. Baird & Co. Inc is based out of Waukesha, Wisconsin, and operates out of 169 other offices throughout the country. In aggregate, Robert W. Baird & Co. Inc manages $188 billion in assets throughout 207,240 accounts and employs more than 3,651 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 107,620 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 25% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Robert W. Baird & Co. Inc can offer 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 firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 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

N17 W24222 Riverwood Drive, Ste 240 One Riverwood Place
Waukesha, WI 53188

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

WI Average: 43
Total Number of Accounts

207,240

WI Average: 1,898
Average Account Size

$908,380

WI 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

Scott Derus Work History

Scott has 10 years of experience.

2018 - Present (3 years)

Robert W Baird & Co., Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2010 - 2016 (6 years)

Wells Fargo Distributor, LLC

Disclosures

Scott Derus has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Emily Johnson
Charleston, SC
Brandon Pribyl
Davenport, IA
Chad Afdahl
Milwaukee, WI
Donald Mccunniff
Milwaukee, WI
Matthew Mazurek
Birmingham, MI
Rachel Hubbard
Indianapolis, IN
Susan Foerg
Denver, CO

This content was compiled from the SEC and FINRA.

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