Traci Bryson, financial advisor Denver CO

Traci Bryson

CRD Number: 5050447
Current Firm: Robert W. Baird & Company Incorporated

Traci Bryson (CRD# 5050447) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Denver, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird Denver, CO Apr 2016 - Current 5
Northwestern Mutual Investment Services, LLC Lakewood, CO May 2013 - Mar 2016 2
James Dreiling Lakewood, CO Apr 2013 - Mar 2016 2
First Allied Securities Denver, CO May 2012 - Mar 2013 < 1
B. C. Ziegler And Company Greenwood Village, CO Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Traci J. Bryson
Phone Number: 414-765-3500
Registered State(s):
  • CO
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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