Richard AndersenCRD Number: 4750
Current Firm: Robert W. Baird & Company Incorporated
Richard Andersen (CRD# 4750) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Chicago, IL and has over 42 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Robert W Baird & Co||Chicago, IL||Aug 2013 - Current||8|
|Ubs Financial Services Inc.||Chicago, IL||Feb 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1979|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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