Kimberly Blakely
Kimberly Blakely is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 4 years of industry experience. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
4803 Olympia Park Plaza, 4th Floor Suite 4000, Louisville, KY, 40241
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Kimberly is a board member of the Financial Planning Association of Kentuckiana, a non-profit organization. She spends minimal time attending meetings.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Previous Registrations
Mariner
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.
Exams
More Advisors
- Jeslyn MonroeRobert W. Baird & CO. Incorporated
- Leslie MaddenRobert W. Baird & CO. Incorporated
- Joseph SchmeingRobert W. Baird & CO. Incorporated
- Michael RussellRobert W. Baird & CO. Incorporated
- Gail Tway, CFPRobert W. Baird & CO. Incorporated
- Zachary Chamberlain, CFP, ChFCRobert W. Baird & CO. Incorporated