William Baird

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2018 → 09/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2017 → 04/2018
  Winter Park Resort
  Winter Park, CO
• 05/2016 → 05/2017
  Colorado College Admission Office
  Colorado Springs, CO
• 05/2013 → 05/2017
  Colorado College
  Colorado Springs, CO
• 06/2020 → 09/2022
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 12/2022 → Present
  The Huntington Investment Company
  Columbus, OH
• 10/2022 → 12/2022
  Unemployed
  Denver, CO
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Littleton, CO

Previous Registrations

• 2019-11-01 → 2022-10-10
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Boise, ID
  Spokane, WA
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01
• S63 Uniform Securities Agent State Law Examination
  2018-10-08

Designations

• Certified Financial Planner

Other Names

• William Alexander Baird