Chris Trumble, financial advisor Wichita KS

Chris Trumble

CRD Number: 5584191
Current Firm: Robert W. Baird & Company Incorporated

Chris Trumble (CRD# 5584191) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wichita, KS and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Wichita, KS Jan 2016 - Current 8
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Smith Barney Wichita, KS Jun 2009 - Jan 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Chris A. Trumble
Phone Number: 414-765-3500
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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)
  • Publication of periodicals or newsletters
  • 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, WY

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