Peter JandricCRD Number: 5209043
Current Firm: Robert W. Baird & Company Incorporated
Peter Jandric (CRD# 5209043) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Edina, MN and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Robert W. Baird & Company||Edina, MN||Apr 2019 - Current||3|
|Raymond James Financial Services, Inc.||Minneapolis, MN||Jul 2014 - Apr 2019||4|
|Bremer Bank||Minneapolis, MN||Feb 2014 - Apr 2019||5|
|Unemployed||Minneapolis, MN||Nov 2013 - Feb 2014||< 1|
|Cetera Advisor Networks||El Segundo, CA||Apr 2013 - Nov 2013||< 1|
|Willis Of Minnesota||Minneapolis, MN||May 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
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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