Colleen Curry
Colleen Curry is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bloomington, 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
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
121 North Pete Ellis Drive, Suite 101, Bloomington, IN, 47408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colleen is an inactive independent wellness coach with Beachbody Coaches, primarily using the service to purchase discounted products. She also owns rental property through GFC Adventures LLC, is a passive investor in Space Maker Storage LLC and SPCW JV LLC, and is a board member of Community Foundation Monroe County.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations45 states
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