Gordon Knuth, financial advisor Milwaukee WI

Gordon Knuth

CRD Number: 1300262
Current Firm: Robert W. Baird & Company Incorporated

Gordon Knuth (CRD# 1300262) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Baird Milwaukee, WI May 2018 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2018 3
Morgan Stanley Smith Barney Milwaukee, WI Jun 2009 - May 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Nov 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gordon P. Knuth
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • TX
  • WI
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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