Anthony Blum (CRD# 7388083) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has 1 year of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2362499
Cetera Investment Advisers LLC
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird | Mishawaka, IN | Jun 2021 - Current | 2 |
| Total Wine | Indianapolis, IN | Feb 2021 - Apr 2021 | < 1 |
| Homeadvisor | Indianapolis, IN | Jun 2020 - Jan 2021 | < 1 |
| University Of Dayton | Dayton, OH | Aug 2016 - May 2020 | 3 |
| University Of Dayton | Dayton, OH | Aug 2019 - Mar 2020 | < 1 |
| Indiana Beverage | South Bend, IN | Dec 2019 - Jan 2020 | < 1 |
| Harmony Healthcare It | South Bend, IN | Jun 2017 - Aug 2019 | 2 |
| University Of Dayton | Dayton, OH | Aug 2017 - May 2019 | 1 |
| Indiana Beverage | South Bend, IN | Jun 2016 - Aug 2016 | < 1 |
| Student | Mishawaka, IN | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- IN
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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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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