Ethan
Warren

Robert W. Baird & Co. Inc

CRD#6829765
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Ethan Warren is a financial advisor based in Ann Arbor, Michigan, working with Robert W. Baird & Co. Inc. Ethan has previously held positions at Action Packaging, Enterprise Rent A Car, Georgetown Country Club, School, Robert W. Baird & Co, and Wells Fargo. Ethan has passed the Series 66 regulatory exam and is registered to provide services in Florida, Michigan, and Texas. Currently, Ethan is part of Robert W. Baird & Co. Inc, which operates out of Ann Arbor, Michigan. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

2950 S State St Suite 401
Ann Arbor, MI 48104

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

MI Average: $2,826,565,184
Total Number of Employees

4,069

MI Average: 43
Total Number of Accounts

331,500

MI Average: 1,898
Average Account Size

$867,315

MI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ethan Warren Work History

2018 - Present (7 years)

Robert W. Baird & Co

2017 - 2018 (1 year)

Wells Fargo

2016 - 2017 (1 year)

Action Packaging

2015 - 2016 (1 year)

Enterprise Rent A Car

2014 - 2015 (1 year)

School

2013 - 2014 (1 year)

Georgetown Country Club

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ethan Warren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Hillery Emms
Fort Worth, TX
Lawrence Magid
Dallas, TX
Leah Strickland
Greenville, SC
Christopher Waters
Kansas City, MO
Michael Gegen
Denver, CO
Robert Stiles
Charlotte, NC
Sissi Sondgroth
Seattle, WA
Thomas Glynn
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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