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Heather Reynolds

5 Years of Experience
Steubenville, OH
Broker

Heather Reynolds is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Steubenville, OH, with 5 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

200 Stanton Blvd, Suite 40, Steubenville, OH, 43952

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
May 2024 - Present · 2 yrs 2 mos
Robert W. Baird & CO. Incorporated
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
February 2024 - April 2024 · 2 mos
LPL Financial LLCBroker
February 2024 - April 2024 · 2 mos
Grove Point Advisors, LLC
March 2022 - February 2024 · 1 yr 11 mos
Grove Point Investments, LLCBroker
March 2022 - February 2024 · 1 yr 11 mos
Cetera Advisor Networks LLC
July 2020 - February 2022 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
June 2020 - February 2022 · 1 yr 8 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILINKYMAMDMIMNMONCNJNVNYOHOKPARISCTNTXUTVAWV
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.
Heather Reynolds - Financial Advisor | TrueAdvisor