Geoffrey Klos
Geoffrey Klos is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Onalaska, WI, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2800 National Drive Suite 101, Onalaska, WI, 54650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey is a director at Union State Bank of West Salem and a board member for McLean Ltd, a family real estate holding company. He also rents farmland to SBA Communications Corp for a cell tower, and is an LLC member of Dynamic Real Estate Investment LLC and Fit PT Real Estate LLC.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations31 states
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