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Kimberly Miller

Robert W. Baird & CO. Incorporated
22 Years of Experience
Akron, OH
1 DisclosureBroker
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Kimberly Miller is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Akron, OH, with 22 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

3875 Embassy Pkwy, Ste 300, Akron, OH, 44333

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History

Regulatory History (1)
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Customer Dispute
September 2015
Withdrawn
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Other 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
June 2017 - Present · 9 yrs 4 mos
Robert W. Baird & CO. Incorporated
August 2016 - Present · 10 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2013 - July 2016 · 3 yrs 5 mos
LPL Financial LLCBroker
September 2009 - February 2013 · 3 yrs 5 mos
Mutual Service CorporationBroker
April 2004 - September 2009 · 5 yrs 5 mos
State Registrations33 states
AZCACOCTDCFLGAIAILINKYMAMDMEMIMNMONCNJNVNYOHOKORPASCSDTNTXUTVAWIWV
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.
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