AO
CFP
AO
CFP

Andrew Oremland

30 Years of Experience
West Palm Beach, FL
Broker

Andrew Oremland is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in West Palm Beach, FL, 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

777 South Flagler Drive, Suite 1401, West Palm Beach, FL, 33401

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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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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
December 2016 - Present · 9 yrs 9 mos
Robert W. Baird & CO. Incorporated
December 2016 - Present · 9 yrs 9 mos
Previous Registrations
Wells Fargo AdvisorsBroker
January 2008 - December 2016 · 8 yrs 11 mos
Wells Fargo Advisors
January 2008 - December 2016 · 8 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
November 1998 - January 2008 · 9 yrs 2 mos
A. G. Edwards & Sons, INC.
November 1998 - January 2008 · 9 yrs 2 mos
Joseph Charles & Assoc., INC.Broker
July 1996 - November 1998 · 2 yrs 4 mos
Olde Discount CorporationBroker
October 1995 - August 1996 · 10 mos
State Registrations15 states
ALCACOCTFLGAMAMDMINCNYPASCTXVT
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.