Best Investors Account Sign in

Victoria Marie Best

Robert W. Baird & Co. Incorporated

Sammamish, WA

Seattle, WA

CRD 2617040

Claim This Profile
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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-04
TX RA APPROVED 2025-07-03
NY RA APPROVED 2025-02-27
WA RA APPROVED 2025-02-27
  • FL RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED
    Since 2025-07-03
  • NY RA
    APPROVED
    Since 2025-02-27
  • WA RA
    APPROVED
    Since 2025-02-27

Branch Locations

Sammamish, WA • United States

601 Union Street, Suite 4700, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Badgley Phelps Wealth Managers Seattle WA 08/2016 04/2019
Ameriprise Financial Services, Inc Seattle WA 04/2019 03/2020
Ameriprise Financial Services, Llc Seattle WA 03/2020 02/2025
R W Baird Seattle WA 02/2025 Present
  • 08/2016 → 04/2019
    Badgley Phelps Wealth Managers
    Seattle, WA
  • 04/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Seattle, WA
  • 03/2020 → 02/2025
    Ameriprise Financial Services, Llc
    Seattle, WA
  • 02/2025 → Present
    R W Baird
    Seattle, WA
Previous Registrations
Other Businesses

Real Estate License; Victoria; Best; Yes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-08
S65 Uniform Investment Adviser Law Examination 1996-04-09
  • S63 Uniform Securities Agent State Law Examination
    2020-07-08
  • S65 Uniform Investment Adviser Law Examination
    1996-04-09
Designations
  • Certified Financial Planner
Other Names
  • Victoria Marie Ruoff

View on SEC IAPD

More in Sammamish, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor