Matthew Doane
Matthew Doane is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 2 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
4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is involved in several business activities. He operates his LPL business through Sequoia Advisor Group full-time, is President and Treasurer for the law firm Doane & Elliott (about a quarter of his time), is a notary for the state of KY (minimal time), and is a licensed attorney with Redwood Legal Group (about half his time).
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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.