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Andrea Bruse

Robert W. Baird & CO. Incorporated
8 Years of Experience
Spokane, WA
1 DisclosureBroker
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Andrea Bruse is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Spokane, WA, with 8 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

Spokane, WA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2017
Final
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Other Business Activities

Andrea owns A Bruse Art, a private business where she paints and sells artwork, since 2015. This takes a few hours per week.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2024 - Present · 2 yrs 4 mos
Robert W. Baird & CO. Incorporated
June 2024 - Present · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cuso Financial Services
March 2023 - May 2024 · 1 yr 2 mos
Cuso Financial Services, L.P.Broker
March 2023 - May 2024 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - March 2023 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - March 2023 · 5 yrs 4 mos
State Registrations36 states
AKARAZCACOFLGAHIIDILINKSLAMDMIMOMTNCNDNENJNMNVNYOHOKORPASDTXUTVAVTWAWIWY
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.
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