Stephanie Buck, financial advisor Kansas City MO
93 score

Stephanie Buck

CRD Number: 1891707
Current Firm: Robert W. Baird & Company Incorporated

Stephanie Buck (CRD# 1891707) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Kansas City, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Kansas City, KS Dec 2012 - Current 4
Ari Financial Services, Inc. Overland Park, KS Oct 2012 - Dec 2012 < 1
Unemployed Parkville, MO Mar 2012 - Oct 2012 < 1
Ari Financial Services, Inc. Overland Park, KS Oct 2011 - Mar 2012 < 1
Linsco/private Ledger Corp. San Diego, CA May 2006 - Oct 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Stephanie S. Buck
Phone Number: 414-765-3500
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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