Daniel Kern
Daniel Kern is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Slinger, WI, with 21 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
Slinger, WI
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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.
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Daniel is involved with the United States Department of Agriculture, completing conservation management projects on his land, dedicating minimal time. He is also a board member of the Slinger Library/Slinger Business Center Planning Committee, serving on the Investment/Finance Committee, also dedicating minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations26 states
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