Aaron Koykkari is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 9 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.

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Location

777 E. Wisconsin Avenue, Milwaukee, WI, 53202

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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.

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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2023 - Present · 2 yrs 8 mos
Robert W. Baird & CO. Incorporated
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
December 2021 - May 2023 · 1 yr 5 mos
Ameriprise Financial Services, LLC
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

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.