MS
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Melanie Schmieding

29 Years of Experience
Denver, CO
Broker

Melanie Schmieding is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 29 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

210 University Boulevard, Ste 800, Denver, CO, 80206

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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

Melanie is the owner of Summit Trails LLC, starting in February 2024. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
May 2021 - Present · 5 yrs
Robert W. Baird & CO. Incorporated
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2014 - May 2019 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2014 - May 2019 · 5 yrs 2 mos
Morgan Stanley
July 2011 - February 2014 · 2 yrs 7 mos
Morgan StanleyBroker
April 2011 - February 2014 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2008 - April 2011 · 2 yrs 6 mos
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
Mcdonald Investments INC.Broker
February 2001 - February 2007 · 6 yrs
Liberty Securities CorporationBroker
February 1999 - April 2000 · 1 yr 2 mos
Southtrust Securities, INC.Broker
February 1999 - February 2001 · 2 yrs
Amsouth Investment Services, INC.Broker
January 1998 - February 1999 · 1 yr 1 mo
Pioneer Funds Distributor, INC.Broker
December 1994 - December 1997 · 3 yrs
Barnett Investments, INC.Broker
January 1994 - October 1994 · 9 mos
State Registrations2 states
CACO
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.