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Kathy S Marson

Robert W. Baird & Co. Incorporated

Minneapolis, MN

Edina, MN

CRD 7565239

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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
MN RA APPROVED 2023-08-29
  • MN RA
    APPROVED
    Since 2023-08-29

Branch Locations

Minneapolis, MN • United States

7650 Edinborough Way Suite 300, Edina, MN 55435 • 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
Morgan Stanley Minneapolis MN 07/2022 08/2023
Kinuu Minnetonka MN 12/2018 06/2022
Jkc Marketing, Llc Minneapolis MN 03/2018 12/2018
Lifespring Wellness Center Bloomington MN 12/2017 03/2018
Studio Timeout Minneapolis MN 11/2017 12/2017
Brain Balance Achievement Center Woodbury MN 09/2014 11/2017
Rw Baird Edina MN 08/2023 Present
  • 07/2022 → 08/2023
    Morgan Stanley
    Minneapolis, MN
  • 12/2018 → 06/2022
    Kinuu
    Minnetonka, MN
  • 03/2018 → 12/2018
    Jkc Marketing, Llc
    Minneapolis, MN
  • 12/2017 → 03/2018
    Lifespring Wellness Center
    Bloomington, MN
  • 11/2017 → 12/2017
    Studio Timeout
    Minneapolis, MN
  • 09/2014 → 11/2017
    Brain Balance Achievement Center
    Woodbury, MN
  • 08/2023 → Present
    Rw Baird
    Edina, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2023-05-19
Other Names
  • Kathy Sue Stadler
  • Kathy Sue Hovelsrud

View on SEC IAPD

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