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John Bechand

Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Robert W. Baird & Co. IncorporatedFeb 2025 to now
  2. Aris GraphicsOct 2024 to Feb 2025
  3. Worx StaffingSep 2023 to Oct 2024
  4. Buncombe County Department of Health and Human ServicesAug 2022 to Sep 2023
  5. UnemployedMay 2022 to Aug 2022
  6. Red Oak RecoveryApr 2021 to May 2022
  7. Eliada Homes, Inc.Dec 2018 to Apr 2021
  8. Sunshine Window CleaningJun 2018 to Aug 2018
  9. Red Oak RecoveryJun 2016 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NC).

Robert W. Baird & Co. Incorporated

$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8040445
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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