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December 01, 2017 at 07:27 AM
Baird says that a team with over $1 billion in assets and three advisors has joined it from Wells Fargo Clearing in Anchorage, Alaska.
The Planning Group of the Northwest is now part of Baird. The group includes advisors Margaret R. Price, CFP; Sarah K. Springer, CFP; and Grant F. Shearer.
Price has been in the business for 35 years and spent the past 27 at Wells Fargo, according to FINRA BrokerCheck.
Springer was with Wells Fargo for about 14 years. Shearer spent the last 16 with the San Francisco-based bank, after cutting his teeth at Prudential Securities in the late 1990s.
