Cole Hunter Shelton

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

• 11/2012 → Present
  J.J.B. Hilliard W.L. Lyons, Llc
  Dyersburg, TN
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Dyersburg, TN

Previous Registrations

• 2012-11-30 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Dyersburg, TN
• 2010-12-23 → 2012-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jackson, TN

Other Businesses

HART TECHNOLOGIES, NON-INVEST RELATED, 1908 LAKE RD, DYERSBURG, TN 38024, TECHNOLOGY MANUFACTURING COMPANY, PARTIAL OWNER/INVESTOR, 1/2009, 0 HRS/MONTH INCLUDING DURING TRADING HRS, DUTIES INCLUDE NO INVOLVEMENT IN THE DECISIONS OF THE COMPANY. Name/Address: First Baptist Dyersburg / Dyersburg TN 38024 Start date: 8/27/19 Hours spent: 4 hours per month Hours spent during trading hours: Zero Role/Responsibility: Investment Committee; Investment related activities may involve overseeing other money managers of the church's funds. Investment related Name/Address: Union University Foundation / 1050 Union University Drive, Jackson, TN 38305 Start Date: 12/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board member of the Foundation Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22

Other Names

• Cole Shelton