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Larry Lagerberg

15 Years of Experience
Denver, CO
Broker

Larry Lagerberg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 15 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

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2024 - Present · 2 yrs 2 mos
Robert W. Baird & CO. Incorporated
October 2023 - Present · 2 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
December 2000 - October 2007 · 6 yrs 10 mos
Mcdonald Investments INC.Broker
May 1999 - September 2000 · 1 yr 4 mos
Key Investments INC.Broker
January 1998 - May 1999 · 1 yr 4 mos
D.E. Frey & Company, INC.Broker
June 1996 - December 1997 · 1 yr 6 mos
Invesco Funds Group, INC.Broker
June 1992 - January 1993 · 7 mos
Waddell & Reed, INC.Broker
November 1990 - April 1992 · 1 yr 5 mos
State Registrations2 states
CONM
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.