Shawn Smith
Shawn Smith is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Boulder, CO, 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
1301 Canyon Blvd, Suite 220, Boulder, CO, 80302
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Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
December 2008Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Invesco Funds Group, INC.Broker
R a F Financial CorporationBroker
State Registrations31 states
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.