Kelly
Maumenee

Robert W. Baird & Co. Inc

CRD#4226955
Investment Advisor
in Hendersonville, NC

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About this Advisor

Kelly Maumenee is an investment advisor in Hendersonville, North Carolina. Currently a registered investment advisor with Robert W. Baird & Co. Inc, Maumenee has 18 years of professional experience in the financial advisory industry. Maumenee maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Maumenee is registered to act as an advisor based out of North Carolina. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, J.J.B. Hilliard W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is headquartered in Hendersonville, North Carolina, and operates out of 169 other locations across the nation. As a registered investment advisory firm, Robert W. Baird & Co. Inc oversees $188 billion in assets covering 207,240 accounts and retains more than 3,651 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 107,620 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Robert W. Baird & Co. Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 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

Disclosures

No

Office Location

475 S. Church Street Suite 100 A
Hendersonville, NC 28792

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

NC Average: 43
Total Number of Accounts

207,240

NC Average: 1,898
Average Account Size

$908,380

NC Average: $1,489,234

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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

Kelly Maumenee Work History

Kelly has 18 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2013 - Present (8 years)

J.J.B. Hilliard W.L. Lyons, LLC

2002 - 2013 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Kelly Maumenee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

William Ritt
Milwaukee, WI
Brandon Carter
Mount Vernon, WA
Jeffrey Collins
Chicago, IL
Peter Lim
Louisville, KY
Michael Ratkovitch
Mequon, WI
Eric Froistad
Minneapolis, MN
Joshua Mills
Cedar Rapids, IA
Maureen Allen
Denver, CO

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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