David Himebaugh, financial advisor Spokane WA
83 score

David Himebaugh

CRD Number: 1385655
Current Firm: Robert W. Baird & Company Incorporated

David Himebaugh (CRD# 1385655) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Spokane, WA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Co Spokane, WA Jan 2015 - Current 1
Wells Fargo Advisors LLC Coeur D'alene, ID Jan 2011 - Jan 2015 4
Wells Fargo Investments, LLC Coeur D'alene, ID Aug 2009 - Jan 2011 1
Morgan Stanley Smith Barney Coeur D'alene, ID Jun 2009 - Aug 2009 < 1
Citigroup Global Markets Inc. Coeur Dalene, ID Jul 1993 - Aug 2009 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Jan 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David S. Himebaugh
Phone Number: 414-765-3500
Registered State(s):
  • ID
  • WA
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
83

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