EP
EP

Eric Peters

44 Years of Experience
Grand Rapids, MI
Broker

Eric Peters is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grand Rapids, 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.

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Location

333 Bridge St NW, Ste 1000, Grand Rapids, MI, 49504

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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

Eric owns Gun Lake Discount Storage since 2008, spending minimal time on it. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
May 1997 - Present · 29 yrs
Previous Registrations
Painewebber IncorporatedBroker
August 1993 - June 1997 · 3 yrs 10 mos
Smith Barney Shearson INC.Broker
July 1993 - September 1993 · 2 mos
Lehman Brothers INC.Broker
January 1991 - July 1993 · 2 yrs 6 mos
Prudential-Bache Securities INC.Broker
August 1989 - January 1991 · 1 yr 5 mos
Thomson Mckinnon Securities INC.Broker
November 1981 - August 1989 · 7 yrs 9 mos
State Registrations14 states
AZCOFLGAIAIDILKYMINCNMOHTNVA
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.