KR
CFP
KR
CFP

Kristen Runyon

24 Years of Experience
Evansville, IN
Broker

Kristen Runyon is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Evansville, IN, 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

110 Main Street, Evansville, IN, 47708

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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

Kristen is self-publishing and writing novels, marketing and selling them online since 2015. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
May 2003 - October 2019 · 16 yrs 5 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
February 2002 - October 2019 · 17 yrs 8 mos
State Registrations1 state
IN
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.