AG
AG

Amy Gibson

27 Years of Experience
Denver, CO
Broker

Amy Gibson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 27 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. IncorporatedBroker
June 2018 - Present · 7 yrs 11 mos
Robert W. Baird & CO. Incorporated
June 2018 - Present · 7 yrs 11 mos
Robert W. Baird & CO. Incorporated
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Strategic Advisers LLC
July 2014 - July 2018 · 4 yrs
Fidelity Brokerage Services LLCBroker
July 2013 - June 2018 · 4 yrs 11 mos
Charles Schwab & CO., INC.
January 2008 - June 2013 · 5 yrs 5 mos
Charles Schwab & CO., INC.Broker
January 2008 - June 2013 · 5 yrs 5 mos
Gwfs Equities, INC.Broker
December 2007 - January 2008 · 1 mo
Northwestern Mutual Investment Services,llc
July 2005 - August 2007 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
March 2005 - August 2007 · 2 yrs 5 mos
Natcity Investments, INC.Broker
February 2004 - February 2005 · 1 yr
Prudential Financial Planning Services
August 2003 - January 2004 · 5 mos
Pruco Securities, LLC.Broker
July 2003 - January 2004 · 6 mos
Citigroup Global Markets INC.
February 2003 - July 2003 · 5 mos
Citigroup Global Markets INC.Broker
October 2002 - July 2003 · 9 mos
Oppenheimerfunds Distributor, INC.Broker
January 1998 - August 2002 · 4 yrs 7 mos
State Registrations37 states
ALARAZCACOCTDCFLGAHIIDILLAMAMDMEMNMOMTNCNENJNMNVNYOHOKORPARISCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.