John Trapp
John Trapp is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbus - Grandview Heights, OH, 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
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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John is an LLC owner/member of Bert Charles LLC, used for real estate investments, dedicating minimal time. He is also a general member of 1209 Ole Hen LLC and a member of Connect Housing Blocks, both investment-related, and spends minimal time on each.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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
Natcity Investments, INC.Broker
State Registrations27 states
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