Robert Wilkerson
Robert Wilkerson is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Owensboro, KY, with 12 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
1035 Frederica St, Suite 100, Owensboro, KY, 42301
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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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Robert serves as power of attorney for his brother and is a board member of the Goodfellows Club of Owensboro. He is also a publicity volunteer for the Owensboro Choral Society, dedicating minimal time to each activity.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations22 states
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