Chase Thomas
Chase Thomas is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Hopkinsville, KY, with 9 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
1003 South Virginia Street, Hopkinsville, KY, 42240
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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
Chase is a director at Thomas Brothers Promotions, LLC, which hosts an annual off-road motorcycle event. This non-investment related activity takes about 10-20% of Chase's time during non-securities hours.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations21 states
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