JK
JK

Jeffrey Krummel

19 Years of Experience
Sheboygan, WI
Broker

Jeffrey Krummel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sheboygan, WI, with 19 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

2048 Kohler Memorial Drive, Sheboygan, WI, 53081

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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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Other Business Activities

Jeffrey is the treasurer for the Grafton Athletic Booster Club, a non-profit organization, since November 2024. He spends minimal time on this activity, keeping financial records for the club.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2007 - Present · 18 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
January 2007 - Present · 19 yrs 6 mos
Robert W. Baird & CO. Incorporated
January 2007 - Present · 19 yrs 6 mos
State Registrations4 states
INNEPAWI
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.
Jeffrey Krummel - Financial Advisor | TrueAdvisor