Kyle
Everett

Robert W. Baird & Co. Inc

CRD#5151424
Investment Advisor
in Mishawaka, IN

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About this Advisor

Kyle Everett is a financial advisor based out of Mishawaka, Indiana with 16 years of relevant experience. Everett is an advisor for Robert W. Baird & Co. Inc. They have worked at Robert W. Baird & Co. Inc for all of their career. Everett has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Indiana and Texas. Robert W. Baird & Co. Inc is an advisory company operating out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 advisors. It has $248 billion in total assets across its 316,065 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 accounts, 25% belong to high-net-worth clients who have greater than $1 million in investable assets. Robert W. Baird & Co. Inc has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees typically vary depending on the services. Fees charged by Robert W. Baird & Co. Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

4220 Edison Lakes Parkway Suite 100
Mishawaka, IN 46545

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

IN Average: $2,826,565,184
Total Number of Employees

4,071

IN Average: 43
Total Number of Accounts

316,065

IN Average: 1,898
Average Account Size

$783,985

IN Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Kyle Everett Work History

Kyle has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Robert W. Baird And Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Everett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Samantha Bane
Milwaukee, WI
Cortlandt Howell
Denver, CO
Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
Katharine Christian
Houston, TX
Traci Bryson
Denver, CO
Kelly Heppe
Denver, CO
Angela Taylor
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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