Brianna Kvam
Brianna Kvam is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 18 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
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
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Regulatory History (1)
Financial
January 2021Other Business Activities
Brianna is the president and a board member of the St. Bonifacius Fire Auxiliary, a non-investment related organization that raises funds for the fire department and community outreach. She dedicates minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
UBS Financial Services INC.Broker
State Registrations2 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.