Elizabeth Duggan
Elizabeth Duggan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cedar Rapids, IA, with 10 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
200 5th Avenue Se, Suite 102, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth owns rental property and is a customer/marketing executive for Melaleuca, a wellness store. She also works as a fitness instructor and a server at Bari Italian, dedicating a few hours per week to fitness instruction and about 10-20% of her time to serving.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations41 states
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