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Shaun Dennehy

39 Years of Experience
Seattle, WA
1 DisclosureBroker

Shaun Dennehy is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

925 Fourth Ave Ste 3600, Seattle, WA, 98104

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History

Regulatory History (1)
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Customer Dispute
October 2009
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Mcadams Wright Ragen, INC.Broker
December 2010 - November 2014 · 3 yrs 11 mos
Mcadams Wright Ragen, INC.
November 2010 - November 2014 · 4 yrs
Wells Fargo Investments, LLC
June 1998 - December 2010 · 12 yrs 6 mos
Wells Fargo Investments, LLCBroker
August 1997 - December 2010 · 13 yrs 4 mos
Wm Financial Services, INC.Broker
February 1987 - August 1997 · 10 yrs 6 mos
State Registrations31 states
AKALARAZCACOCTDCFLGAHIIAIDILKYLAMAMOMTNCNHNJNMNYOHOKORPATXVAWA
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.