Gail Bivens-Rose, financial advisor Sioux City IA
93 score

Gail Bivens-Rose

CRD Number: 3078565
Current Firm: Robert W. Baird & Company Incorporated

Gail Bivens-Rose (CRD# 3078565) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sioux City, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird And Company Sioux City, IA Nov 2010 - Current 6
Morgan Stanley Smith Barney Sioux City, IA Jun 2009 - Nov 2010 1
Citigroup Global Markets Inc. Sioux City, IA Apr 1999 - Nov 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Gail M. Bivens-Rose
Phone Number: 414-765-3500
Registered State(s):
  • IA
  • OK
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
93
Clean Record
This advisor has a clean track record with regulators.

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