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Cameron R

Series 63, Series 65

Indian Wells, CA

Robert Baird & Co.

Cameron Ragen is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he serves as a board member for the YMCA of Greater Seattle and is involved with a family charitable foundation and related investment activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing multiple separately managed account programs and an approach that integrates manager selection, tax management, and internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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