Yano Touma, financial advisor Cincinnati OH

Yano Touma

CRD Number: 2382305
Current Firm: Robert W. Baird & Company Incorporated

Yano Touma (CRD# 2382305) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Louisville, KY Oct 2019 - Current 4
Jjb Hilliard Wl Lyons LLC Louisville, KY Dec 2008 - Oct 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Yano K. Touma
Phone Number: 414-765-3500
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    247,790
    MILLIONS
  • Total Number of Accounts
    316,065
    ACCOUNTS
  • Average Account Value
    $783,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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