Christopher R Klopatek
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedJan 2024 to now
- BairdJan 2023 to now
- UnemployedSep 2022 to Dec 2022
- Active Appraisal ServicesOct 2020 to Jun 2022
- First Stage Children's TheaterMay 2020 to Jul 2020
- Heritage GlassAug 2019 to Oct 2020
- First Stage Children's TheaterJan 2019 to Jun 2019
- American Players TheaterMay 2018 to Oct 2018
- Clarence Brown TheaterNov 2017 to Feb 2018
- Skylight Music TheaterJul 2017 to Oct 2017
- Lake Tahoe ShakespeareMay 2017 to Jul 2017
- Indiana Repertory TheaterJan 2017 to Apr 2017
- Milwaukee Chamber TheaterSep 2016 to Dec 2016
- First Stage Children's TheaterAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7694144
- Firm CRD
- 8158