Benjamin Kallo, financial advisor Milwaukee WI
93 score

Benjamin Kallo

CRD Number: 4584107
Current Firm: Robert W. Baird & Company Incorporated

Benjamin Kallo (CRD# 4584107) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 12 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Milwaukee WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Milwaukee WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Michael Archimede, financial advisor Milwaukee WI
Michael Archimede
CRD# 5701306
Primerica Advisors
Score
100
Company Name Location Dates Years
Robert W. Baird & Company San Francisco, CA May 2009 - Current 7
Unemployed San Francisco, CA Mar 2009 - Apr 2009 < 1
Stanford Group Company San Francisco, CA Apr 2008 - Mar 2009 < 1
Pacific Growth Equities, LLC San Francisco, CA Feb 2007 - Apr 2008 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento, CA Sep 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Benjamin J. Kallo
Phone Number: 414-765-3500
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Benjamin Kallo and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.