Best Investors Account Sign in

Kaylee M Montanez

Robert W. Baird & Co. Incorporated

Cedar Rapids, IA

Claim This Profile
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-06-16
  • IA RA
    APPROVED
    Since 2021-06-16

Branch Locations

200 5Th Avenue Se Suite 102, Cedar Rapids, IA 52401 • 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
Ameriprise Financial Services, Llc New Ulm MN 12/2019 02/2021
Tractor Supply Company Mankato MN 09/2018 11/2019
Triple G Farms Rock Rapids IA 04/2011 08/2019
Baird Cedar Rapids IA 03/2021 Present
  • 12/2019 → 02/2021
    Ameriprise Financial Services, Llc
    New Ulm, MN
  • 09/2018 → 11/2019
    Tractor Supply Company
    Mankato, MN
  • 04/2011 → 08/2019
    Triple G Farms
    Rock Rapids, IA
  • 03/2021 → Present
    Baird
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-14
  • S66 Uniform Combined State Law Examination
    2021-06-14
Other Names
  • Kaylee Marie Mcintire
  • Kaylee M Mcintire

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor