Kyle Gilbertson, financial advisor Mequon WI

Kyle Gilbertson

CRD Number: 6281872
Current Firm: Robert W. Baird & Company Incorporated

Kyle Gilbertson (CRD# 6281872) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird Milwaukee, WI Dec 2013 - Current 8
Brocach Irish Pub Milwaukee, WI Aug 2013 - Nov 2013 < 1
One Of Those Guys Llc (summer Job) Madison, WI Jun 2012 - Aug 2013 1
Full Time Education Milwaukee, WI Jan 2012 - Jun 2012 < 1
Panera Bread Fitchburg, WI Jun 2008 - Jan 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Kyle J. Gilbertson
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
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)
  • 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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