KB
KB

Kimberly Baird

29 Years of Experience
Denver, CO
Broker

Kimberly Baird is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2026 - Present · 6 mos
Raymond James & Associates, INC.
January 2026 - Present · 6 mos
Previous Registrations
RBC Capital Markets, LLC
February 2019 - January 2026 · 6 yrs 11 mos
RBC Capital Markets, LLCBroker
February 2019 - January 2026 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - August 2017 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - August 2017 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - July 2015 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - July 2015 · 20 yrs 10 mos
State Registrations34 states
ALAZCACOCTDEFLGAHIIDILINKYLAMDMEMNMSMTNCNENVNYOHOKORPASCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kimberly Baird - Financial Advisor | TrueAdvisor