Kristi Kennedy
Kristi Kennedy is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Eau Claire, 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
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
4890 Owen Ayres Court, Suite 102, Eau Claire, WI, 54701
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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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Kristi is a Certified Public Accountant (CPA) since 2008, providing tax preparation and accounting services. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.