Joseph Ostrom
Joseph Ostrom is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bellevue, WA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
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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
777 108th Ave NE, #1600, Bellevue, WA, 98004
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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.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Pacific Portfolio Consulting, LLC
Morgan Stanley
Morgan StanleyBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 states
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.