Grant Reffett

4 Years of Experience

Denver, CO

1 DisclosureBroker

Grant Reffett is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Robert W. Baird & CO. Incorporated

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

210 University Boulevard, Ste 800, Denver, CO, 80206

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History

Regulatory History (1)

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Criminal

October 2015

Final Disposition

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Employment History

Current Registrations

Robert W. Baird & CO. Incorporated

November 2021 - Present · 4 yrs 6 mos

Robert W. Baird & CO. IncorporatedBroker

October 2021 - Present · 4 yrs 7 mos

State Registrations37 states

AKARAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMNMOMTNCNENMNVNYOHOKORPASCTNTXVAWAWIWY

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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