Victor Masaru Kizushi
Investment adviser representative at Robert W. Baird & Co. Incorporated
16 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
16 years in the industry.
- Robert W. Baird & Co. IncorporatedNov 2021 to now
- BairdNov 2021 to now
- Kestra Financial, Inc.Dec 2019 to Nov 2021
- UnemployedNov 2019 to Dec 2019
- Kestra Financial, Inc.Sep 2018 to Nov 2019
- UnemployedAug 2018 to Sep 2018
- Wells Fargo Community BankingJul 2018 to Aug 2018
- UnemployedJun 2018 to Jul 2018
- US Postal ServiceMar 2018 to Jun 2018
- UnemployedDec 2017 to Mar 2018
- Daiwa Capital Markets America Inc.Apr 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (ID, OK, TX, WI).
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
- 3214478
- Firm CRD
- 8158