Denise Ingersoll

28 Years of Experience

Miamisburg, OH

1 DisclosureBroker

Denise Ingersoll is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Miamisburg, OH, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Robert W. Baird & CO. Incorporated

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

10170 Penny Lane, 1st Floor, Miamisburg, OH, 45342

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2017

Denied

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Employment History

Current Registrations

Robert W. Baird & CO. Incorporated

September 1999 - Present · 26 yrs 10 mos

Robert W. Baird & CO. IncorporatedBroker

August 1997 - Present · 28 yrs 11 mos

State Registrations37 states

ALAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMNMOMSMTNCNHNMNYOHPARISCSDTNTXVAVTWAWIWY

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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