David Lubchenco
David Lubchenco is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Boulder, CO, with 30 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
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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
921 Walnut St Suite 250, Boulder, CO, 80302
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Umb Distribution Services, LLCBroker
Marsico Capital Management, LLC
Chautauqua Capital Management LLC
Scout Investments, INC.
Umb Distribution Services, LLCBroker
Transamerica Capital, INC.Broker
Transamerica Investment Management, LLC
Janus Distributors, INC.Broker
Founders Asset Management, INC.Broker
Federated Securities CORP.Broker
State Registrations52 states
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