Amy Rice
Amy Rice is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bloomington, IN, with 20 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
121 North Pete Ellis Drive, Suite 101, Bloomington, IN, 47408
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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 →Other Business Activities
Amy is the owner/member of Mow & More by Greg, LLC, a lawn and landscaping service. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Lincoln InvestmentBroker
Lincoln Investment
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
City Securities Corporation
City Securities CorporationBroker
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
State Registrations28 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.