LH
LH

Lisa Howland

22 Years of Experience
Grand Rapids, MI
Broker

Lisa Howland is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grand Rapids, MI, with 22 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

333 Bridge St NW, Ste 1000, Grand Rapids, MI, 49504

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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. Incorporated
January 2010 - Present · 16 yrs 4 mos
Robert W. Baird & CO. Incorporated
June 2009 - Present · 16 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Citigroup Global Markets INC.Broker
June 2003 - June 2009 · 6 yrs
State Registrations30 states
AZCACOCTDCFLGAIAILINKSKYMIMNMOMSNCNENMNYOHORPASCTNTXUTVAWAWI
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.