Kimberly Sue Schultz
Investment adviser representative at Robert W. Baird & Co. Incorporated
16 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Kimberly Sue Schultz? Claim your profile
Contact this firm
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. IncorporatedOct 2019 to now
- J.J.B. Hilliard W.L. Lyons, LLCJul 2018 to now
- UnemployedMar 2018 to Jul 2018
- Donaldson Capital ManagementSep 2010 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
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
- 6174046
- Firm CRD
- 8158