Adam Alter is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Wichita, KS, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

8535 East 21st Street N, Suite 125, Wichita, KS, 67206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is the public announcer for home football games at Wichita Collegiate School, his old high school. This takes about 10-20% of his time during the football season.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
September 2017 - Present · 8 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
August 2017 - Present · 8 yrs 8 mos
State Registrations39 states
AKALARAZCACOCTDCFLGAIAILINKSMAMDMIMNMOMTNCNENJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.