BK
BK

Brenda Kleiber

16 Years of Experience
Siesta Key, FL
Broker

Brenda Kleiber is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Siesta Key, FL, with 16 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.

Loading...

Location

5259 South Temiami Trail, Siesta Key, FL, 34231

Get directions

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.

Learn about disclosures →
Other Business Activities

Brenda is involved in the production and marketing of homemade coffee liqueur through Campfire Beverages LLC, dedicating minimal time. She is also an LLC member of Kleiber Beaches & Real Estate, Inc., spending minimal time on this investment-related activity.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2016 - Present · 10 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Morgan Stanley
September 2011 - March 2016 · 4 yrs 6 mos
Morgan StanleyBroker
September 2011 - March 2016 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - September 2011 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - September 2011 · 2 yrs
State Registrations33 states
ALARAZCACOCTFLIAILINKYMAMDMEMIMNMONCNENHNJNMNYOHPASCTNTXVAVTVirgin IslandsWAWI
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.