Catherine Callard
Catherine Callard is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbus - Grandview Heights, OH, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
800 Yard Street, Suite #225, Columbus - Grandview Heights, OH, 43212
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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.
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Catherine is a one-third owner of a rental property inherited from her deceased father since 2019. She spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations14 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.