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Kellie Ladawn Rixse

Investment adviser representative at Robert W. Baird & Co. Incorporated
17 yearsExperience
4 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Robert W. Baird & Co. IncorporatedApr 2021 to now
  2. Rw BairdApr 2021 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Apr 2021
  4. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 4 states (AK, CO, FL, TX).

Robert W. Baird & Co. Incorporated

$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3065258
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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