Lindsey Kabat
Lindsey Kabat is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Green Bay, WI, 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
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
440 South Washington, Green Bay, WI, 54301
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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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Lindsey is a restaurant owner, dedicating minimal time to this role. She also serves on the investment/finance committee for Why Not Now Missions, Inc. and the Optimist Club of Green Bay Foundation, Inc., spending minimal time on each.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Artisan Distributors LLCBroker
State Registrations39 states
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