LPL Financial
47yrs
Top advisor by experience in Grand Rapids
38yrs
Robert Peel has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Grand Rapids, Michigan. Robert has been with Robert W. Baird & Co. since 2010. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 5% by experience nationwide
Office333 Bridge St NW Suite 1000, Grand Rapids, MI 49504
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Robert
Local office(616) 233-8700Ask for Robert. (414) 765-3500Main office · Milwaukee, WI 333 Bridge St NW Suite 1000Grand Rapids, MI 49504Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (616) 233-8700 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Robert Peel.
How long has Robert been a financial advisor?
Robert has been in the industry since 1988, about 38 years. Top 5% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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