LK
LK

Lynn Kittelson

29 Years of Experience
St Paul, MN
Broker

Lynn Kittelson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in St Paul, MN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

30 E 7th Street, Suite 2450, St Paul, MN, 55101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2014 - Present · 12 yrs 4 mos
Robert W. Baird & CO. Incorporated
March 2013 - Present · 13 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2012 - April 2013 · 11 mos
Raymond James & Associates, INC.Broker
September 2008 - April 2012 · 3 yrs 7 mos
UBS Financial Services INC.Broker
April 1996 - October 2008 · 12 yrs 6 mos
Principal Financial Securities,inc.Broker
March 1996 - April 1996 · 1 mo
State Registrations17 states
AZCACOFLGAILMAMNNCNJNMNVNYOHORTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lynn Kittelson - Financial Advisor | TrueAdvisor