Stephen Elder
Stephen Elder is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Franklin, TN, with 35 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
4020 Aspen Grove Drive, Suite 520, Franklin, TN, 37067
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Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Stephen is a passive investor in Modus Investment VII, LLC since January 2025, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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.