Laurel Dee Reynolds

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
  Seattle, WA
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Seattle, WA
• 09/2018 → 07/2026
  Rbc Capital Markets, Llc
  Seattle, WA
• 07/2026 → Present
  Robert W. Baird & Co. Incorporated
  Bellevue, WA

Previous Registrations

• 2018-09-26 → 2026-07-16
  Rbc Capital Markets, Llc
  Seattle, WA
  Everett, WA
• 2011-01-03 → 2018-10-01
  Wells Fargo Clearing Services, Llc
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
• 2007-04-03 → 2011-01-03
  Wells Fargo Investments, Llc
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2007-04-02
• S63 Uniform Securities Agent State Law Examination
  2001-07-23

Other Names

• Laurie Reynolds