TrueAdvisor
TrueAdvisor
AK
AK

Aaron Kristopher Koykkari

Robert W. Baird & CO. Incorporated
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Location

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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 →
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2023 - Present · 2 yrs 6 mos
Robert W. Baird & CO. Incorporated
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2021 - May 2023 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
December 2021 - May 2023 · 1 yr 5 mos
Securian Financial Services, INC.Broker
November 2020 - December 2021 · 1 yr 1 mo
Securian Financial Services, INC.
November 2020 - December 2021 · 1 yr 1 mo
BMO Harris Financial Advisors, INC
September 2019 - October 2020 · 1 yr 1 mo
BMO Harris Financial Advisors, INC.Broker
September 2019 - October 2020 · 1 yr 1 mo
Edward Jones
April 2017 - August 2019 · 2 yrs 4 mos
Edward JonesBroker
December 2016 - August 2019 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
April 2016 - December 2016 · 8 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.