Timothy Robert Frey

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Eugene, OR
• 11/2016 → 11/2017
  Wells Fargo Clearing Services, Llc
  Eugene, OR
• 11/2017 → Present
  Robert Baird
  Anchorage, AK

Previous Registrations

• 2011-01-03 → 2017-12-05
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Anchorage, AK
  Anchorage, AK
• 2006-12-20 → 2011-01-03
  Wells Fargo Investments, Llc
  Corvallis, OR
  Eugene, OR
  Cottage Grove, OR
  Eugene, OR
  Eugene, OR

Exams

• S66 Uniform Combined State Law Examination
  2006-11-29