Patricia Nyborg
Patricia Nyborg is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Peoria, AZ, with 13 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
16155 North 83rd Ave. Ste 205, Peoria, AZ, 85382
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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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Patricia purchases items for resale on e-commerce sites under PAN Enterprises, LLC, which she started in 2018. She dedicates about 10-20% of her time to this business, operating it from her home.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Strategic Income Group LLC
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan StanleyBroker
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
Wfg Advisors, LP
Wfg Investments, INC.Broker
Associated Securities CORP.
Associated Securities CORP.Broker
State Registrations50 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.