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Kenneth Meyers

Robert W. Baird & CO. Incorporated
36 Years of Experience
Grass Valley, CA
4 DisclosuresBroker
View SEC Summary
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Kenneth Meyers is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grass Valley, CA, with 36 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

360 Sierra College Drive, Suite 200, Grass Valley, CA, 95945

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Settled
Customer Dispute
October 2008
Settled
Customer Dispute
September 2002
Settled
Customer Dispute
August 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kenneth is involved in several business activities, including Pioneer Motors, multiple commercial real estate properties (Meyers Rubino, Meyers Green, Meyers/Lee), Johnson's Bait and Tackle, TDM Land/Grass Valley RV Resort, M Three Fund LLC, East Bennett Street Industrial Properties LLC, Aviation Country Club of California, and Lot 9/10 Partners. These activities primarily involve ownership, investment, or management roles, requiring minimal time commitment for most.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2009 - Present · 17 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2002 - May 2009 · 7 yrs
Wells Fargo Advisors, LLCBroker
June 1998 - May 2009 · 10 yrs 11 mos
Painewebber IncorporatedBroker
September 1990 - July 1998 · 7 yrs 10 mos
State Registrations42 states
ALARAZCACOCTDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASDTNTXUTVAWAWIWY
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.
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