MT
CFP
MT
CFP

Michael Trapp

12 Years of Experience
Columbus - Grandview Heights, OH
1 DisclosureBroker

Michael Trapp is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbus - Grandview Heights, OH, with 12 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

800 Yard Street, Suite #225, Columbus - Grandview Heights, OH, 43212

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2016
Other Business Activities

Michael is an LLC owner/member for Bert Charles LLC, used for real estate investments, and spends minimal time on it. He also owns rental property, dedicating minimal time to it.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
November 2016 - October 2019 · 2 yrs 11 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 2016 - October 2019 · 2 yrs 11 mos
Fifth Third Securities, INC.
June 2014 - July 2016 · 2 yrs 1 mo
Fifth Third Securities, INC.Broker
May 2013 - July 2016 · 3 yrs 2 mos
State Registrations27 states
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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.