Karanveer Nagpal
Investment adviser representative at Robert W. Baird & Co. Incorporated
13 yearsExperience
2 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Karanveer Nagpal? 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
13 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2024 to now
- Rw BairdApr 2024 to now
- Parental LeaveOct 2023 to Jan 2024
- Great Waters FinancialOct 2022 to Oct 2023
- RBC Wealth ManagementJun 2022 to Sep 2022
- Dst SystemsJun 2021 to Jun 2022
- Ado Professional SolutionsNov 2020 to Jun 2021
- Minnesota Hospital AssociationApr 2020 to Nov 2020
- UnemployedDec 2019 to Apr 2020
- Thrivent FinancialJun 2019 to Aug 2019
- University of MinnesotaJun 2018 to Dec 2019
- AerotekSep 2017 to Apr 2018
- Minnesota Hospital AssociationAug 2017 to Sep 2017
- University of MinnesotaSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7118682
- Firm CRD
- 8158