Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
25yrs
Spring Bennett
Financial advisor at Robert W. Baird & Co.
Based in Lake Oswego, Oregon, Spring Bennett is a fiduciary financial advisor with 25 years of industry experience. Spring has been with Robert W. Baird & Co. since 2022; before that, Spring spent nine years at Wells Fargo Advisors and two 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 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office5400 Meadows Rd Suite 300, Lake Oswego, OR 97035
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 66Uniform Combined State Law Examination
Career
- 2022 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
- Jan 2012 – Dec 2013McAdams Wright Ragen, Inc.Previously
- Feb 2011 – Jan 2012Wells Fargo Clearing Services, LLCPreviously
Questions to ask Spring
Tailored to Spring’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Spring
How do I contact Spring?
Call Robert W. Baird & Co. at 414-765-3500 and ask for Spring Bennett. Spring works from the Lake Oswego, OR office.
How long has Spring been a financial advisor?
Spring has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Spring hold?
Series 66. Tap any license on this page to see what it allows.
Is Spring a fiduciary?
Spring is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Spring 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 Spring 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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