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Melissa Kinnard

40 Years of Experience
Minnetonka, MN
Broker

Melissa Kinnard is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Minnetonka, MN, with 40 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

601 Carlson Parkway, Suite 950, Minnetonka, MN, 55305

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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 2019 - Present · 7 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - January 2019 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2019 · 15 yrs 6 mos
Prudential Securities Incorporated
October 1998 - July 2003 · 4 yrs 9 mos
Prudential Securities IncorporatedBroker
November 1993 - July 2003 · 9 yrs 8 mos
Smith Barney Shearson INC.Broker
September 1990 - December 1993 · 3 yrs 3 mos
R.J. Steichen & CompanyBroker
December 1987 - September 1990 · 2 yrs 9 mos
Mirnon Investment CORP.Broker
March 1986 - January 1988 · 1 yr 10 mos
Midwest Discount Securities, INC.Broker
October 1985 - April 1986 · 6 mos
State Registrations22 states
AZCACODCFLGAIAILMAMIMNMTNCNVNYORPASCTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.