LH
LH

Laura Hartman

2 Years of Experience
Birmingham, MI
Broker

Laura Hartman is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Birmingham, MI, with 2 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

300 Park St, Ste 240, Birmingham, MI, 48009

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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
November 2025 - Present · 8 mos
Robert W. Baird & CO. Incorporated
November 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2024 - December 2025 · 1 yr 2 mos
UBS Financial Services INC.
October 2024 - December 2025 · 1 yr 2 mos
Raymond James & Associates, INC.
February 2024 - October 2024 · 8 mos
Raymond James & Associates, INC.Broker
December 2023 - October 2024 · 10 mos
State Registrations30 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.
Laura Hartman - Financial Advisor | TrueAdvisor