JG
JG

John Gebhardt

36 Years of Experience
Wausau, WI
3 DisclosuresBroker

John Gebhardt is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Wausau, WI, 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.

Loading...

Location

500 First Street, Suite 6000, Wausau, WI, 54403

Get directions

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.
Customer Dispute
February 2010
Denied
Customer Dispute
January 2004
Pending
Customer Dispute
July 2000
Denied
Other Business Activities

John is the president of JD Mechanical, which collects and trades gas station memorabilia, dedicating minimal time per week. He is also an owner/member of Good Glory LLC, used for buying/selling produce, spending minimal time per month.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
February 2007 - Present · 19 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
February 2007 - Present · 19 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - March 2007 · 7 mos
Piper Jaffray & CO.Broker
January 1990 - August 2006 · 16 yrs 7 mos
State Registrations37 states
ALAZCACOCTFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENJNVNYOHOKPARISCTNTXVAWAWIWY
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.
John Gebhardt - Financial Advisor | TrueAdvisor