EA
EA

Eric Andersen

27 Years of Experience
Chicago, IL
Broker

Eric Andersen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Chicago, IL, 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
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

227 West Monroe Street, Chicago, IL, 60606

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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
August 2013 - Present · 13 yrs 1 mo
Robert W. Baird & CO. Incorporated
August 2013 - Present · 13 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
August 2013 - Present · 13 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
February 2006 - August 2013 · 7 yrs 6 mos
UBS Financial Services INC.Broker
February 2006 - August 2013 · 7 yrs 6 mos
RBC Dain Rauscher INC.
October 1998 - February 2006 · 7 yrs 4 mos
RBC Dain Rauscher INC.Broker
September 1998 - February 2006 · 7 yrs 5 mos
State Registrations27 states
AZCACOFLGAIAIDILKYMAMDMIMNMTNCNMNVNYOHORSCTXVAVTWAWIWV
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.