Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelso is a financial advisor at Robert W. Baird & Co. Inc. with over 17 years of experience in the industry. Brian has held various positions throughout his career, including roles at Wachovia Capital Markets, LLC and A. G. Edwards & Sons, Inc. Brian holds several industry certifications including Series 66, Series 53, Series 52TO, SIE, and Series 7. Brian has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Brian specializes in providing investment management, financial planning, and retirement planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
10/20/2021 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
02/23/2009 - 04/03/2020
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
CO
11/26/2007 - 03/18/2009
WACHOVIA CAPITAL MARKETS, LLC (DENVER CO)
CO
01/13/2004 - 11/26/2007
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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