Jon Narmi, Charlie Narmi, Theresa Rynaski

The Narmi Group

Adviser/team AUM: $330,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Robert W. Baird & Co.
Adviser(s) location

Omaha, NE

Date September 14, 2012

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Jeffrey TolbertMay 16, 2017
Robert BrowneDecember 19, 2016
Keith Epstein, Andrew OremlandDecember 19, 2016

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Featured video

Consuelo Mack WealthTrack

Robert Kleinschmidt: How the markets have changed in the age of Trump

When Donald J. Trump was elected president, it changed investors' outlook and generated new market momentum, according to Robert Kleinschmidt, president and CEO of Tocqueville Asset Management. But can the market continue to go up?

Video Spotlight

Are Your Clients Prepared For Market Downturns?

Sponsored by Prudential

Video Spotlight

Path to growth

Video Spotlight

Path to growth

Latest news & opinion

Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

Top 10 financial firms ranked by investor satisfaction

Find out which firm took the top slot for overall investor satisfaction for the second year in a row.

What not to say to clients when the markets drop

Here's what advisers should steer clear of saying the next time stocks turn downward.

SEC bars former rep for alleged share price manipulation

George Thoreson tried to keep penny stock's price high to enable Nasdaq listing.

Nevada fiduciary law raises concerns among retirement professionals, brokerage industry

Critics complain that it conflicts with ERISA and SEC rules and has potential to spur other states to pass their own version of a fiduciary rule.