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Scott Keith

36 Years of Experience
Oconomowoc, WI
1 DisclosureBroker

Scott Keith is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Oconomowoc, WI, with 36 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

1245 Corporate Center Drive, Oconomowoc, WI, 53066

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History

Regulatory History (1)
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Customer Dispute
April 2009
Denied
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2003 - Present · 23 yrs
Robert W. Baird & CO. Incorporated
May 2003 - Present · 23 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2003 - Present · 23 yrs
Previous Registrations
Wachovia Securities, LLCBroker
September 1990 - June 2003 · 12 yrs 9 mos
Blunt Ellis & Loewi IncorporatedBroker
July 1990 - September 1990 · 2 mos
Monarch Securities, INC.Broker
October 1989 - August 1990 · 10 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.