SS
CFP
SS
CFP

Sarah Springer

22 Years of Experience
Anchorage, AK
Broker

Sarah Springer is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Anchorage, AK, 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

3800 Centerpoint Drive, #1120, Anchorage, AK, 99503

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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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Other Business Activities

Sarah is a partner in Synchronicity Investments LLC, which invests in projects in Alaska, spending minimal time on it. She also owns rental property in Hawaii and is a board member of McKinley Management, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2017 - Present · 8 yrs 8 mos
Robert W. Baird & CO. Incorporated
November 2017 - Present · 8 yrs 8 mos
Robert W. Baird & CO. Incorporated
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2004 - December 2017 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2003 - December 2017 · 14 yrs
State Registrations38 states
AKAZCACOCTDCDEFLGAHIIAIDILKYLAMAMDMNMOMTNCNENJNMNVNYOHORPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.