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Steven Kornetzke

27 Years of Experience
Fox Valley, WI
Broker

Steven Kornetzke is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fox Valley, WI, with 27 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

3913 W Prospect Ave, Suite 301, Fox Valley, WI, 54914

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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
Robert W. Baird & CO. Incorporated
May 2016 - Present · 10 yrs
Robert W. Baird & CO. Incorporated
March 2007 - Present · 19 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2007 - Present · 19 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2000 - March 2007 · 6 yrs 9 mos
Strong Funds Distributors, INC.Broker
February 1997 - September 1998 · 1 yr 7 mos
State Registrations26 states
AKAZCACOFLGAIAILINMAMIMNNCNJNMNVNYOHORSCTNTXUTWAWIWV
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.
Steven Kornetzke - Financial Advisor | TrueAdvisor