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Alex Englund

6 Years of Experience
Louisville, KY
1 DisclosureBroker

Alex Englund is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 6 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

4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2024
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
December 2024 - Present · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
August 2019 - August 2024 · 5 yrs
Edward JonesBroker
July 2019 - August 2024 · 5 yrs 1 mo
State Registrations28 states
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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.
Alex Englund - Financial Advisor | TrueAdvisor