Karla Olson-Bellfi
Karla Olson-Bellfi is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ann Arbor, MI, 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
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
2950 S State St Suite 401, Ann Arbor, MI, 48104
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Regulatory History (1)
Customer Dispute
December 2015Other Business Activities
Karla is a board member of the Ann Arbor Area Community Foundation since June 2022. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Ids Marketing CorporationBroker
State Registrations44 states
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.