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Sharon Zeidler

29 Years of Experience
Scottsdale, AZ
Broker

Sharon Zeidler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Scottsdale, AZ, with 29 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

14648 N Scottsdale Rd, Ste 175, Scottsdale, AZ, 85254

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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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Other Business Activities

Sharon owns rental property in La Jolla, California, since September 2023. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2016 - Present · 10 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 2003 - Present · 22 yrs 9 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2003 - August 2003 · 1 mo
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
October 1996 - May 2001 · 4 yrs 7 mos
State Registrations34 states
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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.
Sharon Zeidler - Financial Advisor | TrueAdvisor