Marisa Walker
Marisa Walker is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 22 years of industry experience. Marisa 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
601 Union Street, Suite 4700, Seattle, WA, 98101
Get directionsHistory
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
Marisa is a trustee for the Seattle Rep Theatre, dedicating a few hours per week. She also owns a home in Walla Walla, WA, which she rents out and uses as a second home, and rents farmland to a local farmer.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Mcadams Wright Ragen, INC.Broker
Mcadams Wright Ragen, INC.
State Registrations19 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
More Advisors
- Casi Jones, CFPRobert W. Baird & CO. Incorporated
- Jefferson BrunerRobert W. Baird & CO. Incorporated
- Andrea Paradise, CFPRobert W. Baird & CO. Incorporated
- Tessa WoodRobert W. Baird & CO. Incorporated
- Rebecca MckayRobert W. Baird & CO. Incorporated
- Shaun DennehyRobert W. Baird & CO. Incorporated