LS
LS

Laurie Skeen

32 Years of Experience
Louisville, KY
Broker

Laurie Skeen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 32 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

500 West Jefferson St., Louisville, KY, 40202

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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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Other Business Activities

Laurie works as a notary, spending minimal time on this activity each month since 1999.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
June 2017 - October 2019 · 2 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, LLC
June 2017 - October 2019 · 2 yrs 4 mos
LPL Financial LLC
September 2014 - June 2017 · 2 yrs 9 mos
LPL Financial LLCBroker
September 2014 - June 2017 · 2 yrs 9 mos
Fifth Third Securities, INC.
May 2013 - October 2014 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
April 2013 - October 2014 · 1 yr 6 mos
Sterne, Agee & Leach, INC.Broker
May 2003 - February 2013 · 9 yrs 9 mos
UBS Painewebber INC.Broker
December 1998 - April 2003 · 4 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
December 1993 - December 1998 · 5 yrs
State Registrations2 states
INKY
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.