WR
CFP
WR
CFP

William Ryan

23 Years of Experience
Fort Worth, TX
Broker

William Ryan is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 23 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

550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107

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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

William is involved with Casas por Cristo, a mission organization, since 2018. He provides board-level oversight, promotes the mission, recruits participants and donors, spending minimal time on this activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
February 2011 - Present · 15 yrs 5 mos
Robert W. Baird & CO. Incorporated
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - February 2011 · 3 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - February 2011 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.
October 2002 - January 2008 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
October 2002 - January 2008 · 5 yrs 3 mos
State Registrations22 states
ALARAZCACOFLGAKSLAMDMOMSNMOHOKORPATNTXUTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.