JD
CFP
JD
CFP

John Diemer

36 Years of Experience
Cleveland, OH
1 DisclosureBroker

John Diemer is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cleveland, OH, with 36 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

200 Public Square Ste 1650, Cleveland, OH, 44114

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History

Regulatory History (1)
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Customer Dispute
September 2010
Denied
Other Business Activities

John is the Chair of the Investment Committee for the Gesu Endowment Fund, a Catholic church and school. He dedicates minimal time to this role.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2011 - Present · 15 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2011 - Present · 15 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
April 2000 - June 2009 · 9 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1989 - July 1993 · 3 yrs 8 mos
State Registrations35 states
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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.