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Larry Housman

Robert W. Baird & CO. Incorporated
37 Years of Experience
Paducah, KY
1 DisclosureBroker
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Larry Housman is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Paducah, KY, with 37 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

4730 Village Square Drive, Suite 110, Paducah, KY, 42001

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History

Regulatory History (1)
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.
Customer Dispute
July 2003
Denied
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Other Business Activities

Larry is a trustee for two family-related accounts and a successor trustee for the Isabelle Chalker Trust. He also serves on the advisory committee for C-Plant Federal Credit Union and as a board member, deacon, and finance committee chair for Lone Oak First Baptist Church, dedicating minimal time to each activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 7 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 7 yrs
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
January 2004 - October 2019 · 15 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 1991 - October 2019 · 28 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
August 1989 - October 1991 · 2 yrs 2 mos
State Registrations37 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMSNCNENJNVNYOHORPASCSDTNTXUTVAWVWY
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.
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