Daniel Holzrichter
Daniel Holzrichter is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sioux City, IA, with 34 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
302 Jones Street, Suite 210, Sioux City, IA, 51101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an executive board member and board president of the Siouxland Chamber of Commerce, spending minimal time. He is also a board member of the Ronald McDonald House of Siouxland, dedicating a few hours per week and serving on the Investment/Finance Committee.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
State Registrations37 states
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