DS
CFP
DS
CFP

Daryl Severson

44 Years of Experience
Birmingham, MI
Broker

Daryl Severson is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Birmingham, MI, with 44 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.

Loading...

Location

300 Park St, Ste 240, Birmingham, MI, 48009

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
July 2013 - October 2019 · 6 yrs 3 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 1997 - October 2019 · 21 yrs 11 mos
First of Michigan CorporationBroker
July 1990 - November 1997 · 7 yrs 4 mos
Linsco/private Ledger CORP.Broker
December 1989 - July 1990 · 7 mos
Linsco Financial Group, INC.Broker
February 1989 - December 1989 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1982 - March 1989 · 6 yrs 7 mos
First of Michigan CorporationBroker
November 1981 - August 1982 · 9 mos
State Registrations14 states
AZCADCFLGAILMIMNNJNMOHTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daryl Severson - Financial Advisor | TrueAdvisor