Michael Corbett (CRD# 6958616) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Boulder, CO and has over 4 years of experience in the finance industry.
CRD# 3073220
Lpl Financial LLC
CRD# 2520368
Ubs Financial Services Inc.
CRD# 4675577
Syntrinsic LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baird | Boulder, CO | Jul 2019 - Current | 5 |
| N/a | Boulder, CO | Aug 2018 - Jul 2019 | < 1 |
| Baird | Boulder, CO | May 2018 - Jul 2018 | < 1 |
| The University Of Oklahoma Athletics Department | Norman, OK | Aug 2016 - May 2018 | 1 |
| Lawrence Nutrition Center | Lawrence, KS | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CO
- FL
- TX
- WI
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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