James Shrader
James Shrader is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Quad Cities, IA, with 39 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
3626 Bridge Ave, Quad Cities, IA, 52807
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2020Customer Dispute
January 2018Customer Dispute
May 1998Customer Dispute
January 1998Other Business Activities
James is the owner and landlord of Rental Property 4005 Kenmore LLC, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations32 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.