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Catina Koenig

25 Years of Experience
Edina, MN
Broker

Catina Koenig is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Edina, MN, with 25 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

7650 Edinborough Way, Suite 300, Edina, MN, 55435

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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
July 2011 - Present · 15 yrs
Robert W. Baird & CO. Incorporated
February 2002 - Present · 24 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
February 2002 - Present · 24 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2002 - February 2002 · 1 mo
Robert W. Baird & CO. IncorporatedBroker
December 2001 - January 2002 · 1 mo
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - November 2001 · 10 mos
John G. Kinnard and Company, IncorporatedBroker
April 2000 - January 2001 · 9 mos
State Registrations21 states
AZCACODCDEFLIAIDILMAMDMIMNNCNMNYOHSDTXVAWI
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.