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Kara Lynn Endres

Robert W. Baird & Co. Incorporated

New Albany, IN

Bloomington, IN

Franklin, IN

CRD 5885373

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Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-12-04
KY RA APPROVED 2019-10-18
  • IN RA
    APPROVED
    Since 2023-12-04
  • KY RA
    APPROVED
    Since 2019-10-18

Branch Locations

New Albany, IN • United States

121 North Pete Ellis Drive Suite 101, Bloomington, IN 47408 • United States

1912 Longest Drive, Franklin, IN 46131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jjb Hilliard Wl Lyons Llc Louisville KY 08/2016 Present
Robert W. Baird & Co. Incorporated Louisville KY 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-29
  • S66 Uniform Combined State Law Examination
    2011-04-29
Designations
  • Certified Financial Planner
Other Names
  • Kara Lynn Roland

View on SEC IAPD

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