Sharon Hirschler
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
Series 63, Series 66
Industry experience
30 years
Sharon Hirschler is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Robert Baird in 2018, she worked for George K. Baum & Company for 23 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.
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.
4000 West 114th St., Suite 150
Leawood, KS 66211
Florida · Kansas · Missouri · Texas
R W Baird
2018 - Present (8 years)
George K. Baum & Company
1995 - 2018 (23 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Real estate agent
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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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