LK
LK

Lindsay Krivosha

19 Years of Experience
Lake Oswego, OR
Broker

Lindsay Krivosha is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lake Oswego, OR, with 19 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

5400 Meadows Rd, Ste 300, Lake Oswego, OR, 97035

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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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Other Business Activities

Lindsay is the treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. This charitable activity requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
April 2017 - Present · 9 yrs 1 mo
Robert W. Baird & CO. Incorporated
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
February 2010 - April 2017 · 7 yrs 2 mos
RBC Capital Markets, LLCBroker
December 2009 - April 2017 · 7 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations16 states
AKAZCACOFLIDMNMONJNYORPATXUTWAWI
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.
Lindsay Krivosha - Financial Advisor | TrueAdvisor