John Collier
John Collier is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Traverse City, MI, with 40 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
1001 Bay St, Traverse City, MI, 49684
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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
John owns a rental property and rents it through Airbnb since 2017, requiring minimal time. He also has one-third ownership of Collier Family Farms LLC since 2019, requiring minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations15 states
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