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Kaitlyn Powell

Robert W. Baird & Co. Incorporated

Gainesville, VA

Fairfax, VA

CRD 7610157

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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
VA RA APPROVED 2024-10-10
  • VA RA
    APPROVED
    Since 2024-10-10

Branch Locations

Gainesville, VA • United States

12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • 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
Financial Engines Advisors L.L.C. Santa Clara CA 11/2020 10/2024
Wegmans Food Markets Leesburg VA 08/2015 11/2020
Baird Fairfax VA 10/2024 Present
  • 11/2020 → 10/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 08/2015 → 11/2020
    Wegmans Food Markets
    Leesburg, VA
  • 10/2024 → Present
    Baird
    Fairfax, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-02
S65 Uniform Investment Adviser Law Examination 2023-05-27
  • S63 Uniform Securities Agent State Law Examination
    2025-06-02
  • S65 Uniform Investment Adviser Law Examination
    2023-05-27
Other Names
  • Kaitlyn Curtis

View on SEC IAPD

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