IH
CFP
IH
CFP

Ia Hagan

13 Years of Experience
Elkhorn, NE
Broker

Ia Hagan is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elkhorn, NE, with 13 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

18881 West Dodge Road, Suite 160E, Elkhorn, NE, 68022

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2024 - Present · 1 yr 11 mos
Robert W. Baird & CO. IncorporatedBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
July 2016 - June 2024 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - June 2024 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - July 2016 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - July 2016 · 3 yrs 5 mos
State Registrations12 states
ARCACOCTFLIAMNNENMNYOHTX
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.