SF
SF

Susan Fettig

18 Years of Experience
Fort Worth, TX
Broker

Susan Fettig is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 18 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

Susan is an LLC property owner since July 2023. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2010 - Present · 15 yrs 9 mos
Robert W. Baird & CO. Incorporated
August 2010 - Present · 15 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations1 state
TX
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.