VP
VP

Vinton Persons

34 Years of Experience
Grand Rapids, MI
3 DisclosuresBroker

Vinton Persons is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grand Rapids, MI, with 34 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

333 Bridge St NW, Ste 1000, Grand Rapids, MI, 49504

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History

Regulatory History (3)
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.
Employment Separation After Allegations
November 2006
Customer Dispute
September 2002
Denied
Employment Separation After Allegations
November 1999
Other Business Activities

Vinton serves as a trustee, dedicating minimal time to this role. This activity is investment related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2010 - Present · 15 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
November 2006 - Present · 19 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
December 1999 - November 2006 · 6 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
December 1999 - January 2002 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
June 1998 - December 1999 · 1 yr 6 mos
Cigna Financial Advisors,inc.Broker
February 1992 - June 1998 · 6 yrs 4 mos
State Registrations37 states
ALAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNJNMNVNYOHORPASCTNTXUTVAWAWI
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.