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Terrence Horan

49 Years of Experience
Winnetka, IL
1 DisclosureBroker

Terrence Horan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winnetka, IL, with 49 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

495 Chestnut Street, Winnetka, IL, 60093

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History

Regulatory History (1)
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Customer Dispute
May 1992
Award / Judgment
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2000 - Present · 25 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
September 1995 - Present · 30 yrs 8 mos
Previous Registrations
Everen Securities, INC.Broker
September 1990 - September 1995 · 5 yrs
Blunt Ellis & Loewi IncorporatedBroker
April 1978 - September 1990 · 12 yrs 5 mos
Loewi & CO., IncorporatedBroker
December 1976 - April 1978 · 1 yr 4 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.