PR
PR

Phillip Ruhe

11 Years of Experience
Jasper, IN
Broker

Phillip Ruhe is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Jasper, IN, with 11 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

690 W 2nd Street, Suite B, Jasper, IN, 47546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Phillip is on the board of directors and an officer (SEC/Treasurer) for Mobel, Inc., a furniture manufacturing company, and provides consulting services related to financial statements, dedicating a few hours per week. He also serves on the board of directors and as an officer for Mobel Foundation Inc., a charitable organization, spending minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
December 2014 - October 2019 · 4 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
October 2014 - October 2019 · 5 yrs
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.