Erin Calkins
Erin Calkins is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Rockford, IL, with 20 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
2601 Reid Farm Rd, Suite A, Rockford, IL, 61114
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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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Erin is a board member of B&B Tool Company and a committee member of the Investment Advisory committee for Wesley Willows senior living community. Erin also serves as a Successor Individual Co-Trustee for multiple trusts, spending minimal time per month reviewing investments handled by Pitcairn.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
State Registrations26 states
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