David Davies
David Davies is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Onalaska, WI, with 19 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
2800 National Drive Suite 101, Onalaska, WI, 54650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns DSD Holdings LLC (internet marketing), Elevate Media Group Inc./Skyframe Aerial LLC (video/photography), Garage Ball LLC (investment), and DSD Digital LLC (computer equipment rental). He spends a few hours per week on Elevate Media Group Inc./Skyframe Aerial LLC, and minimal time on the other ventures.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Financial Network Investment CorporationBroker
State Registrations27 states
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