KC
KC

Kevin Cross

26 Years of Experience
Denver, CO
1 DisclosureBroker

Kevin Cross is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, with 26 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

210 University Boulevard, Ste 800, Denver, CO, 80206

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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
December 2002
Denied
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2013 - Present · 12 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2002 - December 2013 · 11 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 2002 - December 2013 · 11 yrs 4 mos
Prudential Securities Incorporated
November 1999 - May 2002 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
March 1999 - May 2002 · 3 yrs 2 mos
State Registrations46 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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.
Kevin Cross - Financial Advisor | TrueAdvisor