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John Burns

Robert W. Baird & CO. Incorporated
26 Years of Experience
Winston-Salem, NC
1 DisclosureBroker
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John Burns is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winston-Salem, NC, with 26 years of industry experience. John 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
2611 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.

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Location

751 West 4th Street, Suite 320, Winston-Salem, NC, 27101

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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
November 2015
Denied
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Other Business Activities

John is a general partner in Gypsy Sally's Leakey LLC, spending minimal time. He also serves on the finance committee for the Couse-Sharp Foundation and the HeartGift Foundation, dedicating a few hours per week to these roles.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2013 - Present · 13 yrs 6 mos
Robert W. Baird & CO. Incorporated
April 2013 - Present · 13 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - April 2013 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2013 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.
April 2003 - January 2008 · 4 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations35 states
AKALARCACOCTDCFLGAIDILKSKYLAMAMIMNMOMSMTNCNENJNMNYOHOKPASCTNTXVAWAWIWV
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.
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