Donald Westlund
Donald Westlund is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lake Oswego, OR, with 27 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
5400 Meadows Rd, Ste 300, Lake Oswego, OR, 97035
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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 →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Mcadams Wright Ragen, INC.
Mcadams Wright Ragen, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
Black & Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations28 states
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