Timothy Oetken
Timothy Oetken is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 23 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
4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy is an investor in several real estate ventures, including OSC Properties, Joy Investments LLC, Al J Schneider Co, Nance Realty, and Seven Sibs LLC. He is a shareholder with no direct duties in SMT Properties, a family real estate investment.
Employment History
Current Registrations
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
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations24 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.