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Stephanie Mcknight

27 Years of Experience
Ashland, KY
1 DisclosureBroker

Stephanie Mcknight is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ashland, KY, 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

1000 Ashland Drive, Suite 305, Ashland, KY, 41101

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History

Regulatory History (1)
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
January 2010
Settled
Other Business Activities

Stephanie is a trustee for two family-related trusts, overseeing assets and helping determine distributions. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
January 2004 - October 2019 · 15 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
August 1998 - October 2019 · 21 yrs 2 mos
State Registrations27 states
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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.
Stephanie Mcknight - Financial Advisor | TrueAdvisor