BW
BW

Brian White

16 Years of Experience
Midland, MI
Broker

Brian White is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Midland, MI, with 16 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.

Loading...

Location

3320 Ridgecrest Drive, Ste 100, Midland, MI, 48642

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian owns farmland and rents it out. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2019 - Present · 7 yrs 6 mos
Robert W. Baird & CO. Incorporated
March 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2011 - March 2019 · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2011 - March 2019 · 7 yrs 9 mos
Edward Jones
August 2009 - June 2011 · 1 yr 10 mos
Edward JonesBroker
July 2009 - June 2011 · 1 yr 11 mos
State Registrations28 states
AKAZCACOFLGAIAILINKSKYMDMEMIMNNCNMNVNYOHPASCTNTXVAWAWIWY
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.
Brian White - Financial Advisor | TrueAdvisor