Baird snags Wells Fargo adviser, opens retail office in Denver

Karen Ogard, a 26-year industry veteran, last week left Wells Fargo Advisors LLC, where she was in the brokerage's Greenwood Village, Colo., office, and joined Robert W. Baird & Co.
OCT 05, 2009
By  Bloomberg
Karen Ogard, a 26-year industry veteran, last week left Wells Fargo Advisors LLC, where she was in the brokerage's Greenwood Village, Colo., office, and joined Robert W. Baird & Co. Ms. Ogard, a legacy A.G. Edwards & Sons Inc. rep with more than $150 million in assets, also brought over two assistants to Baird, Kim Church and Veronica Manary. The trio opened up Baird's first retail office in Denver. Ms. Ogard began her brokerage career in April 1983 with A.G. Edwards. Baird “has a similar culture to A.G. Edwards,” Ms. Ogard said. “They're small enough so every client matters, but with access to the best” resources. Like other regional firms, Baird has been able to take advantage of turmoil at the larger firms. The company said it has added close to 100 brokers this year, bringing its head count to more than 600 reps.

Latest News

SEC Says Game Service Roblox Part of ‘Active Investigation’
SEC Says Game Service Roblox Part of ‘Active Investigation’

Short sellers previously said the company was under investigation, though Roblox denied allegations.

Musk’s DOGE descends on CFPB with intention to shut it down
Musk’s DOGE descends on CFPB with intention to shut it down

The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.

Advisor fighting Finra banishment loses $17.7 million dispute with old firm
Advisor fighting Finra banishment loses $17.7 million dispute with old firm

National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.

Job numbers, inflation leaving room for Fed to hold rates
Job numbers, inflation leaving room for Fed to hold rates

Recent data support a measured pace by the Federal Reserve for the year ahead.

Private assets remain hot despite surging stock market
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.