Karla
Taylor
Robert W. Baird & Co. Inc
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About this Advisor
Karla Taylor is a financial advisor working in Traverse City, Michigan who has 2 years of industry experience. Taylor is on the advisory team at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Baird, Britten Inc, C.H Robinson and Hagery Insurance Agency LLC. Taylor holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Robert W. Baird & Co. Inc is an advisory firm based in Milwaukee, WI. The company has offices in 161 locations and a total of 4,071 financial advisors. It controls $248 billion in total assets across its 316,065 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 customer accounts, 25% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a broad array of services, including 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. A financial advisor's fee schedules largely are based on which service is offered. However, fee types billed by Robert W. Baird & Co. Inc most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
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
Karla Taylor Work History
Karla has been registered as a financial advisor for 2 years.*
Baird
Britten Inc
C.H Robinson
Hagery Insurance Agency LLC
*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 Karla Taylor 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
Waukesha, WI
Denver, CO
Davidson, NC
Houston, TX
Houston, TX
Denver, CO
Denver, CO
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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