D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
10yrs
Based in Seattle, Washington, Glen Wright is a fiduciary financial advisor with 10 years of industry experience. Glen joined Robert W. Baird & Co. in 2020, after three years at Edward Jones. Glen holds the CFP® designation.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
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 ?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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2016 – 2020Edward JonesPreviously
Contact Glen
(414) 765-3500Firm headquarters in Milwaukee, WI. Ask for Glen. 601 Union Street, Suite 4700Seattle, WA 98101Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Glen
Tailored to Glen’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
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About Glen
How do I contact Glen?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Glen Wright. Glen works from the Seattle, WA office.
How long has Glen been a financial advisor?
Glen has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Glen hold?
Series 66. Tap any license on this page to see what it allows.
Is Glen a fiduciary?
Glen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Glen 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 Glen 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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