Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kotomski is a financial advisor at Robert W. Baird & Co. Inc. Kimberly has been in the financial services industry since 2002. Kimberly has a wide range of experience in the industry, having previously worked for HEFREN-TILLOTSON, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and CUNA BROKERAGE SERVICES, INC. Kimberly is licensed in 19 states and holds the Series 7, Series 63, and SIE licenses. Kimberly is dedicated to providing her clients with personalized financial advice and guidance.
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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Butler PA)
PA
05/10/2006 - 10/21/2022
HEFREN-TILLOTSON, INC. (BUTLER PA)
IA
08/28/2003 - 09/15/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
07/25/2000 - 08/01/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
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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