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Nicole Wright

9 Years of Experience
Minnetonka, MN
Broker

Nicole Wright is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 9 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.

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Location

601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305

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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.

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Other Business Activities

Nicole serves on the board of directors for TeamWomen, a non-profit organization, dedicating minimal time. She is also a contributing author for "Achieving Financial Freedom", spending minimal time on this activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2019 - Present · 7 yrs
Robert W. Baird & CO. Incorporated
July 2019 - Present · 7 yrs
Robert W. Baird & CO. IncorporatedBroker
July 2019 - Present · 7 yrs
Previous Registrations
RBC Capital Markets, LLC
May 2017 - August 2019 · 2 yrs 3 mos
RBC Capital Markets, LLCBroker
June 2016 - August 2019 · 3 yrs 2 mos
State Registrations11 states
AZDEFLIDMDMNMTOHTXVTWI
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.