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Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Troy, MT
Robert Baird & Co.
Institution
Scott Bullock is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including McAdams Wright Ragen, Wells Fargo, and Citigroup Global Markets. Bullock has been with Robert Baird since 2014. Robert Baird & Co.’s Private Wealth Management department, where Bullock works as part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research and tools such as artificial intelligence.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
Troy, MT
Troy MT
Advisors at this office
1
Idaho · Montana · Texas · Washington
32 years of industry experience
Robert Baird & Co.
2014 - Present • 12 years
Spokane, WA
McAdams Wright Ragen, Inc.
2012 - 2014 • 2 years
Spokane, WA
Wells Fargo Clearing
2011 - 2012 • 1 year
Wells Fargo Investments, Llc
2006 - 2011 • 5 years
Citigroup Global Markets
2003 - 2006 • 3 years
ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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