Patrick Baird (CRD# 6763818) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has over 7 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elgethun Capital Management | Sioux Falls, SD | Mar 2017 - Current | 7 |
| Elgethun Capital Management | Sioux Falls, SD | Jan 2017 - Current | 7 |
| Hagel's Tree Service | Rapid City, SD | Sep 2016 - Dec 2016 | < 1 |
| Avalon Capital Group | North Sioux City, SD | Aug 2015 - Aug 2016 | 1 |
| Enterprise Rent-a-car | Rapid City, SD | Jun 2015 - Aug 2015 | < 1 |
| Jimmy Johns | Vermillion, SD | Sep 2014 - May 2015 | < 1 |
| Flags And Wheels | Rapid City, SD | Apr 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- SD
- TX
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts802ACCOUNTS
-
Average Account Value$980,815
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
CO, FL, IL, MN, NE, SD, TX
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