FL
FL

Frank Lastovica

4 Years of Experience
Elkhorn, NE
Broker

Frank Lastovica is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Elkhorn, NE, with 4 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

18881 West Dodge Road, Suite 160E, Elkhorn, NE, 68022

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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. Incorporated
January 2025 - Present · 1 yr 6 mos
Robert W. Baird & CO. Incorporated
January 2025 - Present · 1 yr 6 mos
Robert W. Baird & CO. IncorporatedBroker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
December 2022 - January 2025 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
October 2022 - January 2025 · 2 yrs 3 mos
Pacific Select Distributors, LLCBroker
September 2021 - August 2022 · 11 mos
State Registrations1 state
NE
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.