Shawn Perry
Shawn Perry is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bowling Green - Park Plaza, KY, with 25 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
360 8th Avenue, Suite 211, Bowling Green - Park Plaza, KY, 42101
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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.
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Shawn owns College Flats LLC, a real estate rental property, spending a few hours per week on it. He also has a small investment in Yellowbelly Holdings LLC and serves as a fiduciary for the Givens Family Dynasty Trust, dedicating minimal time to each. Shawn is also an author and contributor, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations33 states
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