TrueAdvisor
TrueAdvisor
DG
DG

Debra Grill

Robert W. Baird & CO. Incorporated
30 Years of Experience
Boulder, CO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Debra Grill is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Boulder, CO, with 30 years of industry experience. Debra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

View Full SEC Brochure

Location

1301 Canyon Blvd, Suite 220, Boulder, CO, 80302

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2018 - Present · 8 yrs 2 mos
Robert W. Baird & CO. Incorporated
August 2018 - Present · 8 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2018 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2008 - September 2018 · 10 yrs 8 mos
A. G. Edwards & Sons, INC.
October 2000 - January 2008 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 2000 - January 2008 · 7 yrs 8 mos
First Union Securities, INC.Broker
September 1998 - June 2000 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
August 1996 - September 1998 · 2 yrs 1 mo
Chatfield Dean & CO., INC.Broker
April 1996 - September 1996 · 5 mos
State Registrations38 states
AKALARAZCACOCTDEFLHIIAIDILKSKYLAMDMIMNMOMTNCNDNENHNJNMNVOHOKORTXUTVAVTWAWVWY
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.
More Advisors
More financial advisors in Boulder, CO →All financial advisors in Colorado →
Debra Grill - Financial Advisor | TrueAdvisor