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Advisors / Washington / Seattle
34yrs

Tami Bryan

Financial advisor at Robert W. Baird & Co.

Based in Seattle, Washington, Tami Bryan is a fiduciary financial advisor with 34 years of industry experience. Tami has been with Robert W. Baird & Co. since 2014; before that, Tami spent six years at McAdams Wright Ragen. 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 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.

Seattle, WA 98101Top 8% by experience in WashingtonFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 8% by experience in Washington
Office601 Union Street, Suite 4700, Seattle, WA 98101
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 ?1 state

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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
  2. 2008 – 2014
    McAdams Wright Ragen, Inc.Previously

Questions to ask Tami

Tailored to Tami’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Tami

How do I contact Tami?

Call Robert W. Baird & Co. at (414) 765-3500 and ask for Tami Bryan. Tami works from the Seattle, WA office.

How long has Tami been a financial advisor?

Tami has been in the industry since 1992, about 34 years. Top 8% by experience in Washington.

What licenses does Tami hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Tami a fiduciary?

Tami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tami 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 Tami 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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