Linda Grant-Smith
Linda Grant-Smith is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 28 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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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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
Linda is a Beach Body fitness coach, providing sales, training, and online support. This work-from-home activity requires minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Trustcore Investments, INC.Broker
Trustcore Financial Services, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations5 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.