BK
BK

Brian Kelso

21 Years of Experience
Denver, CO
Broker

Brian Kelso is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, 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
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

210 University Boulevard, Ste 800, Denver, CO, 80206

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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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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2021 - Present · 4 yrs 10 mos
Robert W. Baird & CO. Incorporated
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Public Trust Advisors, LLC
May 2020 - September 2021 · 1 yr 4 mos
Robert W. Baird & CO. Incorporated
February 2009 - April 2020 · 11 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
February 2009 - April 2020 · 11 yrs 2 mos
Wachovia Capital Markets, LLCBroker
November 2007 - March 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
November 2005 - December 2007 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
January 2004 - November 2007 · 3 yrs 10 mos
State Registrations14 states
AZCACOFLINNCNMNVNYOHOKSCTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Kelso - Financial Advisor | TrueAdvisor