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Pamela Kiltau

Robert W. Baird & CO. Incorporated
47 Years of Experience
Akron, OH
1 DisclosureBroker
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Pamela Kiltau is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Akron, OH, with 47 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3875 Embassy Pkwy, Ste 300, Akron, OH, 44333

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Pamela serves as the treasurer for Boy Scout Troop #45, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2016 - Present · 10 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2001 - November 2016 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - November 2016 · 16 yrs 3 mos
Prudential Securities IncorporatedBroker
September 1979 - August 2000 · 20 yrs 11 mos
State Registrations25 states
AZCAFLGAIAILKSKYMAMDMEMINCNJNYOHOKORPASCSDTNTXVAWI
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.
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