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Walter Sokira

31 Years of Experience
Akron, OH
Broker

Walter Sokira is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Akron, OH, with 31 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

3875 Embassy Pkwy, Ste 300, Akron, OH, 44333

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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
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
May 2018 - October 2019 · 1 yr 5 mos
J.J.B. Hilliard, W.L. Lyons, LLC
May 2018 - October 2019 · 1 yr 5 mos
UBS Financial Services INC.Broker
May 2016 - May 2018 · 2 yrs
UBS Financial Services INC.
April 2016 - May 2018 · 2 yrs 1 mo
Walt St Wsim LTD
November 2000 - September 2016 · 15 yrs 10 mos
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Natcity Investments, INC.Broker
June 1996 - January 1999 · 2 yrs 7 mos
Independent Financial Securities, INC.Broker
May 1994 - August 1998 · 4 yrs 3 mos
National City Investments CorporationBroker
October 1993 - June 1996 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
September 1992 - October 1993 · 1 yr 1 mo
State Registrations31 states
AZCACOCTDEFLGAILINKYMAMDMIMOMSNCNJNMNVNYOHORPASCTNTXUTVAWAWVWY
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.
Walter Sokira - Financial Advisor | TrueAdvisor