Cameron Ragen
Cameron Ragen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
925 Fourth Ave Ste 3600, Seattle, WA, 98104
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Regulatory History
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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Cameron is a limited partner in 1741 1st Sodo LLC, a board member for YMCA of Greater Seattle, a board member/officer/partner in PP Holdings LLC, a board member/treasurer for Ragen Family Foundation, and a passive investor in 1509 Mercer LLC. These activities involve charitable work, family business, and real estate, taking minimal time to a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Mcadams Wright Ragen, INC.Broker
Mcadams Wright Ragen, INC.
Ragen Mackenzie IncorporatedBroker
Franklin/templeton Distributors, INC.Broker
Melhado, Flynn & Associates, INC.Broker
Dominick & Dominick, IncorporatedBroker
State Registrations43 states
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