Cole Shelton
Cole Shelton is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dyersburg, TN, with 15 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
1950 Us Highway 51 Byp N, Suite B, Dyersburg, TN, 38024
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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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Cole is a partial owner/investor in Hart Technologies, a technology manufacturing company, but has no involvement in its decisions. He also serves on the investment committee for First Baptist Dyersburg and is a board member of the Union University Foundation, dedicating minimal time to these investment-related activities.
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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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