JT
JT

John Taft

38 Years of Experience
Edina, MN
Broker

John Taft is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Edina, MN, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

7650 Edinborough Way, Suite 300, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is the owner of Delaney Taft LLC, created to receive fees from outside business activities, dedicating minimal time. He also serves on the investment committees for the Andy Warhol Foundation and The Minneapolis Foundation, overseeing investment portfolios and management.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2018 - Present · 8 yrs 4 mos
Robert W. Baird & CO. Incorporated
January 2018 - Present · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
March 2007 - June 2016 · 9 yrs 3 mos
Tamarack Distributors INC.Broker
June 2003 - March 2006 · 2 yrs 9 mos
RBC Capital Markets, LLCBroker
December 2000 - June 2016 · 15 yrs 6 mos
Dougherty & Company LLCBroker
September 1997 - December 2000 · 3 yrs 3 mos
Dougherty Dawkins LLCBroker
May 1997 - September 1997 · 4 mos
Voyageur Investments, INC.Broker
July 1991 - May 1997 · 5 yrs 10 mos
Piper, Jaffray & Hopwood IncorporatedBroker
January 1990 - July 1991 · 1 yr 6 mos
Piper, Jaffray & Hopwood IncorporatedBroker
October 1981 - April 1985 · 3 yrs 6 mos
State Registrations13 states
ARCAFLILMNMONHNJNMOHRITXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.