Kimberly Miller
Kimberly Miller is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Akron, OH, 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
3875 Embassy Pkwy, Ste 300, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Kimberly is a board member on the finance/investment committee for CASA, dedicating minimal time. She also serves as a board member on the investment/finance committee for Leadership Medina County, spending minimal time and is non-investment related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Cambridge Investment Research, INC.Broker
LPL Financial LLCBroker
Mutual Service CorporationBroker
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.