Kristin Lindblom
Kristin Lindblom is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 28 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
777 East Wisconsin Ave, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kristin is a passive investor in Value Investment Partners RCP LLC, a pooled private equity investment vehicle, and spends no time on this. She is also a board member and treasurer for the Tourette Syndrome Association of Wisconsin, dedicating minimal time to this role.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Cleary Gull INC.Broker
Cleary Gull Reiland & Mcdevitt INC.Broker
Firstar Investment Services,inc.Broker
State Registrations46 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.