Quentin
Kraft
Robert W. Baird & Co. Inc
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About this Advisor
Quentin Kraft is a financial advisor who works in Cleveland, Ohio with a total of 3 years of industry experience. Kraft works at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Robert W. Baird & Co, Cardinal Health, The Ohio State University and Ohio State Wexner Medical Center. Kraft maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Indiana, Ohio and Texas. Robert W. Baird & Co. Inc is an advisory business operating out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 people on staff. It controls $248 billion in total assets among its 316,065 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 client accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a wide 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. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Robert W. Baird & Co. Inc may 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
Quentin Kraft Work History
Quentin has been registered as a financial advisor for 3 years.*
Robert W. Baird & Co
Cardinal Health
Cardinal Health
Ohio State Wexner Medical Center
The Ohio State University
The Ohio State University
*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 Quentin Kraft 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
Milwaukee, WI
Waukesha, WI
Denver, CO
Houston, TX
Houston, TX
Covington, KY
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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