William Simonds
William Simonds is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Battle Creek, MI, 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
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
4625 Beckley Road, Building 200, Battle Creek, MI, 49015
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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 →Other Business Activities
William is the LLC manager for Simonds Real Estate LLC, formed to manage inherited property, and a fiduciary for his brother's estate. He is also a board member on the Investment/Finance Committee for Goodwill Industries of Central Michigan's Heartland, Inc. These activities require minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
First of Michigan CorporationBroker
State Registrations33 states
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