AW
AW

Angela Wingfield

12 Years of Experience
Franklin, TN
Broker

Angela Wingfield is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Franklin, TN, 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.

Loading...

Location

4020 Aspen Grove Drive, Suite 520, Franklin, TN, 37067

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2019 - Present · 7 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - March 2019 · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - March 2019 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - September 2014 · 6 mos
State Registrations15 states
ARCACOFLINKSLAMOMSNDNMOKSCTNTX
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.
Angela Wingfield - Financial Advisor | TrueAdvisor