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John Gebhardt

Robert W. Baird & CO. Incorporated
36 Years of Experience
Wausau, WI
3 DisclosuresBroker
View SEC Summary
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John Gebhardt is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Wausau, WI, with 36 years of industry experience. John 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

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

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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.
Customer Dispute
February 2010
Denied
Customer Dispute
January 2004
Pending
Customer Dispute
July 2000
Denied
View Full SEC ReportHow to Read Disclosures
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 8 mos
Robert W. Baird & CO. IncorporatedBroker
February 2007 - Present · 19 yrs 8 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.
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