Kimberly Falasco
Kimberly Falasco is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Akron, OH, with 34 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
3875 Embassy Pkwy, Ste 300, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Kimberly is a 49% shareholder in Kinnis Inc, a landscaping, lawncare, and snow removal company run by her husband, and she has no duties or pay. She is also an officer in KDF Investments LLC, a two-person LLC, and is a capital provider and consultant for HAWS Family Investments LLC, a real estate investment company, dedicating minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations34 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.