Phillip Garrison
Phillip Garrison is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Wichita, KS, with 24 years of industry experience. Phillip 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
8535 East 21st Street N, Suite 125, Wichita, KS, 67206
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Phillip coaches at Trinity Academy, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, 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.
Exams
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