Christine Simonsen, financial advisor Roseville CA
88 score

Christine Simonsen

CRD Number: 6180293
Current Firm: Robert W. Baird & Company Incorporated

Christine Simonsen (CRD# 6180293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Roseville, CA Apr 2013 - Current 3
Unemployed El Dorado Hills, CA Dec 2012 - Apr 2013 < 1
University Of Nevada - Reno Reno, NV Aug 2010 - Dec 2012 2
Sierra College Rocklin, CA Aug 2007 - Aug 2010 3
Purple Place Bar & Grill El Dorado Hills, CA Feb 2009 - Dec 2009 < 1
Sky Sushi El Dorado Hills, CA Dec 2006 - Feb 2009 2
Oak Ridge High School El Dorado Hills, CA Aug 2003 - May 2007 3
Cattlemen's Rancho Cordova, CA Aug 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Christine R. Simonsen
Phone Number: 414-765-3500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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