Robert W. Baird & Co. Inc
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
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Kelly Maumenee Work History
Kelly has 18 years of experience.
Robert W. Baird & Co. Inc
J.J.B. Hilliard W.L. Lyons, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Kelly Maumenee has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc
Mount Vernon, WA
Cedar Rapids, IA
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.