MA
MA

Marie Ahola

30 Years of Experience
Roseville, CA
Broker

Marie Ahola is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Roseville, CA, 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
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

1400 Rocky Ridge Drive, Suite 250, Roseville, CA, 95661

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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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Other Business Activities

Marie manages three rental properties in Sacramento, Roseville, and South Lake Tahoe. She dedicates minimal time to each property, outside of securities trading hours.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2009 - Present · 17 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
Wachovia Securities, LLC
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 1996 - January 2008 · 11 yrs 6 mos
Dean Witter Reynolds INC.Broker
October 1995 - May 1996 · 7 mos
State Registrations1 state
CA
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.
Marie Ahola - Financial Advisor | TrueAdvisor