David Savides
David Savides is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fox Valley, WI, 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
3913 W Prospect Ave, Suite 301, Fox Valley, WI, 54914
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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.
Learn about disclosures →Other Business Activities
David is an endowment committee member for the YMCA of the Fox Cities, overseeing the management of the endowment fund. He is also a board member for both the Appleton YMCA and the Appleton Youth Football Association, dedicating minimal time to each.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Asset Management CORP.
M&i Financial Advisors, INCBroker
M&i Investment Management CORP.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations29 states
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