Daniel Phillips
Daniel Phillips is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Edina, MN, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
7650 Edinborough Way, Suite 300, Edina, MN, 55435
Get directionsHistory
Regulatory History
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 →Other Business Activities
Daniel serves as a trustee on the investment committee for Buena Vista University Board of Trustees since 2016. This requires minimal time each month, with a few hours during market hours.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Alliance Fund Distributors, INC.Broker
Piper Jaffray INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations24 states
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.