Kyle Allen Lanter
Investment adviser representative at Robert W. Baird & Co. Incorporated
24 yearsExperience
3 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
24 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2019 to now
- Hilliard LyonsMar 2017 to now
- Raymond James Financial Services Advisors Inc.Jul 2013 to Mar 2017
- Raymond James Financioal Services, Inc.Nov 2012 to Mar 2017
- Mainsource BankNov 2002 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (FL, IN, 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
- 6139525
- Firm CRD
- 8158