AS
CFP
AS
CFP

Anders Sandberg

21 Years of Experience
St Paul, MN
Broker

Anders Sandberg is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in St Paul, MN, 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
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

30 E 7th Street, Suite 2450, St Paul, MN, 55101

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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

Anders owns Valhalla Construction, LLC, a small construction business, since 2017, dedicating about 10-20% of his time. He also serves on the investment committee for the Chanhassen Lions Club Foundation, Inc, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. Incorporated
August 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
August 2022 - August 2022 · 0 mos
Ameriprise Financial Services, LLCBroker
July 2017 - August 2022 · 5 yrs 1 mo
Ameriprise Financial Services, LLC
July 2017 - August 2022 · 5 yrs 1 mo
UBS Financial Services INC.
June 2015 - July 2016 · 1 yr 1 mo
UBS Financial Services INC.Broker
June 2015 - July 2016 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - June 2015 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
March 2005 - October 2012 · 7 yrs 7 mos
Ids Life Insurance CompanyBroker
March 2005 - July 2006 · 1 yr 4 mos
Wells Fargo Investments, LLC
June 2004 - February 2005 · 8 mos
Wells Fargo Investments, LLCBroker
May 2004 - February 2005 · 9 mos
Lincoln Financial Advisors CorporationBroker
May 2003 - December 2003 · 7 mos
The Lincoln National Life Insurance CompanyBroker
May 2003 - December 2003 · 7 mos
Waddell & Reed, INC.Broker
September 2002 - May 2003 · 8 mos
State Registrations24 states
AZCACOFLGAIAIDILLAMEMIMNNCNYOHPASDTNTXUTVAWAWIWY
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.