Hannah Wright, financial advisor Lexington KY

Hannah Wright

CRD Number: 7450805
Current Firm: Robert W. Baird & Company Incorporated

Hannah Wright (CRD# 7450805) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Baird Lexington, KY Oct 2021 - Current 2
Shooting Star Country Club Teton Village, WY Jul 2021 - Aug 2021 < 1
Washington And Lee University Lexington, VA Sep 2017 - May 2021 3
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Battle Ground Academy Franklin, TN Aug 2010 - May 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Hannah M. Wright
Phone Number: 414-765-3500
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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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