John Allen
John Allen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Spokane, WA, with 31 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
Number of Clients
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
601 West Riverside, Suite 1710, Spokane, WA, 99201
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
John is part of a committee at Gonzaga Preparatory School that considers and recommends financial policies. He attends approximately 4 meetings per year, each lasting 1.5 hours, dedicating minimal time to this role.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Mcadams Wright Ragen, INC.
Mcadams Wright Ragen, INC.Broker
Partners Investment Network, INC.Broker
Wm Financial Services, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations36 states
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.