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John Bickel

Robert W. Baird & CO. Incorporated
34 Years of Experience
Denver, CO
2 DisclosuresBroker
View SEC Summary
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John Bickel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

View Full SEC Brochure

Location

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1990
Denied
Customer Dispute
April 1989
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John owns Prewitt Waterfowlers, a hunting and fishing club, where he recruits members, enforces rules, and collects dues. He spends a few hours per week on this activity, outside of securities trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2010 - Present · 15 yrs 11 mos
Robert W. Baird & CO. Incorporated
September 2010 - Present · 16 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Kcci, LTD.Broker
March 2009 - September 2010 · 1 yr 6 mos
Wachovia Securities, LLC
August 2005 - July 2008 · 2 yrs 11 mos
Wachovia Securities, LLCBroker
July 2005 - July 2008 · 3 yrs
Painewebber IncorporatedBroker
July 1999 - July 2000 · 1 yr
Everen Securities, INC.Broker
May 1998 - November 1998 · 6 mos
Principal Financial Securities,inc.Broker
December 1996 - May 1998 · 1 yr 5 mos
Dain Bosworth IncorporatedBroker
May 1995 - July 1996 · 1 yr 2 mos
Everen Securities, INC.Broker
May 1991 - September 1993 · 2 yrs 4 mos
First Analysis Securities CorporationBroker
September 1989 - May 1991 · 1 yr 8 mos
Shearson Lehman Hutton INC.Broker
December 1988 - May 1989 · 5 mos
Dean Witter Reynolds INC.Broker
August 1987 - December 1988 · 1 yr 4 mos
E. F. Hutton & Company INCBroker
December 1984 - August 1987 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 1984 - October 1984 · 9 mos
State Registrations35 states
ALARAZCACOCTDEFLILINKSMAMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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.
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