Kyle Everett
Kyle Everett is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Mishawaka, IN, 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
4220 Edison Lake Pkwy, Ste 100, Mishawaka, IN, 46545
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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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Kyle is a board member for the South Bend Symphony Orchestra, dedicating minimal time per week. He also serves as a board member for the South Bend Museum of Art, spending minimal time per month.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations39 states
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