Winfield Baird is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Birmingham, AL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
26 Dexter Ave, Birmingham, AL, 35213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Winfield has 100% ownership of Baird Financial Management, dedicating about half of his time to it. He also serves as treasurer for the Society of the Revolution, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations10 states
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