Kimberly Erkonen
Kimberly Erkonen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sioux Falls, SD, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
4930 S. Western Ave, Suite 400, Sioux Falls, SD, 57108
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Regulatory History (1)
Customer Dispute
August 2022Other Business Activities
Kimberly is the owner of 412 Properties LLC since April 2019, managing commercial real estate. This activity requires minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
Primevest Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations25 states
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.