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    John Frisbie

    Managing Director at Robert W. Baird & Co.

    John C. Frisbie is a Managing Director at Robert W. Baird & Co., leading The Boulder Group in Boulder, Colorado.1 He is a Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) with extensive experience in wealth management.1

    Frisbie's career spans over three decades, including:

    1. Managing Director at Robert W. Baird & Co. since September 20101
    2. Vice President at Smith Barney from March 2000 to September 20101
    3. Captain in the United States Air Force from June 1993 to March 20001

    His educational background includes:

    • Master of Arts in Management from Webster University (1997-1998)1
    • Bachelor of Science in Mathematics from the United States Air Force Academy (1989-1993)1
    • Air Force Preparatory studies at Valley Forge Military Academy & College (1988-1989)1

    Frisbie holds several professional certifications, including Series 7, 65, 63, and 31 from FINRA, as well as the Certified Financial Planner (CFP) designation.1

    His mission is to earn clients' trust through open communication, objective advice, and a genuine concern for their financial well-being.1 Frisbie and his team offer dedicated insight into wealth management planning, striving to provide the highest value and best solutions to their clients.1

    Highlights

    Mar 2 · rwbaird.com
    Financial Advisor Recognitions - Baird
    Financial Advisor Recognitions - Baird

    Related Questions

    What are John Frisbie's main responsibilities at The Boulder Group?
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    Location

    Boulder, Colorado