Osaic Wealth
42yrs
Top advisor by experience in Grass Valley
New
Kerry Wright is a fiduciary financial advisor in Grass Valley, California, registered since Dec 2025. Kerry has been with Robert W. Baird & Co. since 2025. 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 53 advisors with offices in Grass Valley, and one of 48 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office360 Sierra College Drive Suite 200, Grass Valley, CA 95945
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
- Dec 2025 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Kerry
Local office(530) 271-3000Ask for Kerry. (414) 765-3500Main office · Milwaukee, WI 360 Sierra College Drive Suite 200Grass Valley, CA 95945Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Kerry
Tailored to Kerry’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Kerry
How do I contact Kerry?
Call Kerry’s local office at (530) 271-3000 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Kerry Wright.
How long has Kerry been a financial advisor?
Kerry is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Kerry hold?
Series 66. Tap any license on this page to see what it allows.
Is Kerry a fiduciary?
Kerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kerry 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 Kerry 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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