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Victor Kizushi

24 Years of Experience
Milwaukee, WI
Broker

Victor Kizushi is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 24 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

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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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
November 2021 - Present · 4 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2021 - Present · 4 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
July 2020 - November 2021 · 1 yr 4 mos
Kestra Investment Services, LLCBroker
December 2019 - November 2021 · 1 yr 11 mos
Kestra Investment Services, LLCBroker
September 2018 - December 2019 · 1 yr 3 mos
Daiwa Capital Markets America INC.Broker
July 2007 - December 2017 · 10 yrs 5 mos
J.P. Morgan Securities INC.Broker
July 2006 - July 2007 · 1 yr
Bear, Stearns & CO. INC.Broker
December 2004 - July 2006 · 1 yr 7 mos
Knight Equity Markets, L.P.Broker
January 2004 - November 2004 · 10 mos
Ladenburg, Thalmann & CO., INC.Broker
May 2002 - January 2004 · 1 yr 8 mos
Fleet Securities, INC.Broker
November 2000 - May 2002 · 1 yr 6 mos
TD Waterhouse Investor Services, INC.Broker
June 2000 - October 2000 · 4 mos
State Registrations4 states
IDOKTXWI
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.