FB
FB

Frank Bevsek

33 Years of Experience
Edina, MN
Broker

Frank Bevsek is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Edina, MN, with 33 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

7650 Edinborough Way, Suite 300, Edina, MN, 55435

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2014 - Present · 12 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
May 1993 - Present · 33 yrs
Robert W. Baird & CO. Incorporated
May 1993 - Present · 33 yrs
Previous Registrations
J.E. Liss & Company, INC.Broker
December 1991 - September 1992 · 9 mos
Kessler Asher Clearing INC.Broker
August 1990 - November 1990 · 3 mos
State Registrations26 states
AZCACOFLGAHIIAIDILKSMAMDMIMNMTNCNJNYORPASDTNTXVTWAWI
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.
Frank Bevsek - Financial Advisor | TrueAdvisor