Kale Olson
Kale Olson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Asheville, NC, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
79 Woodfin Place, Suite 100, Asheville, NC, 28801
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Kale serves as trustee for multiple irrevocable trusts benefiting his daughters and son, spending minimal time each month reviewing and implementing their investment strategies. Kale also owns rental property, dedicating minimal time to it each month.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Stanford Group Company
Stanford Group CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 states
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.