Subscribe

Baird snags adviser from Wells Fargo

Karen Ogard, a 26-year industry veteran, last week left Wells Fargo Advisors LLC, where she was in the…

Karen Ogard, a 26-year industry veteran, last week left Wells Fargo Advisors LLC, where she was in the brokerage firm’s Greenwood Village, Colo., office, to join Robert W. Baird & Co.

Ms. Ogard, a legacy A.G. Ed-wards & Sons Inc. representative 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,” she said.

Baird said it has added close to 100 brokers this year, bringing its head count to more than 600 reps.

E-mail Dan Jamieson at [email protected].

Learn more about reprints and licensing for this article.

Recent Articles by Author

Five-time MLB all-star sues UBS, ex-rep for $7.6M

Five-time MLB all-star Mike Sweeney claims unsuitable investments in private placements cost him nearly $5M. Now he's suing UBS and one of its former reps to recover the cash.

Wells Fargo to add 1,400 reps this year, report says

Wells Fargo Advisors LLC chief executive Danny Ludeman told Dow Jones today that he expects to hire more than 1,400 brokers this year.

15 transformational events: ‘Merrill Lynch rule’ spurs long debate

When the SEC proposed the broker-dealer exemption rule in 1999, few realized that it would result in a lawsuit against the commission and provoke a long and contentious debate about fiduciary duty.

Abby Johnson, Ronald O’Hanley to share role at Fidelity

It came as no surprise that the mutal fund giant split Roger Lawson's old job in two. It was no shocker that it tapped Abby Johnson to handle some of Lawson's former duties. But the hiring of BNY Mellon's Ronald O'Hanley? That was a surprise

Abby Johnson to lead new unit — including Fido’s RIA custody biz

Fidelity late today announced that Abigail Johnson will head up a newly created unit that includes Fidelity's RIA custody business.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print