Catherine Coleman
Catherine Coleman is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Abilene, TX, with 20 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
400 Pine St, Suite 710, Abilene, TX, 79601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is a part-owner (47.5%) of G&C Galbraith Investments, a family business involved in ranching and investments, since 2002. She also owns Yellow Dog Liquidators LLC and is the treasurer and board member for Sigma Alpha Epsilon - Texas Beta Chapter - Moms of Minerva, dedicating minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations19 states
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