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Matthew Langham

22 Years of Experience
Toledo, OH
Broker

Matthew Langham is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Toledo, OH, with 22 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

3439 Granite Circle, Suite 300, Toledo, OH, 43617

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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

Matthew is a trustee for the Williamsburg on the River HOA since 2016. He spends minimal time on duties such as decision-making for clean-up, garage sales, parties, and grounds maintenance.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2024 - Present · 2 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Advisors
November 2008 - July 2024 · 15 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2008 - July 2024 · 15 yrs 9 mos
American General Securities IncorporatedBroker
August 2007 - October 2008 · 1 yr 2 mos
Fifth Third Securities, INC.Broker
April 2005 - July 2007 · 2 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
March 2003 - March 2005 · 2 yrs
The Lincoln National Life Insurance CompanyBroker
March 2003 - March 2005 · 2 yrs
State Registrations22 states
ARCACOFLGAILINKYMEMIMONCNMOHORPASCTXVAVTWAWI
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.