Kit B Carter

Financial advisor at Robert W. Baird & Co. Incorporated · Louisville, KY

Last updated 2026-10-10

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Kit B Carter is a financial advisor at Robert W. Baird & Co. Incorporated in Louisville, KY, CRD 857558. Licenses and exams on the registration: Series 63, Series 65. First registered 2005-04-12.

Registration

CRD number
857558
Registration status
Active
First registered
2005-04-12
Years of experience
21
States registered
FL, KY, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2009-04 to Present · Jjb. Hilliard, W.L. Lyons, LLC · Louisville, KY
  • 2019-10 to Present · Robert W. Baird & Co. Incorporated · Louisville, KY

Current employment

SEC IAPD record for Kit B Carter

Robert W. Baird & Co. Incorporated

Regulatory AUM
$394,068,801,480
Registered advisors
2,633
Offices
683
Clients per advisor
91.7 (Moderate)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
34.1% (Moderate)

Robert W. Baird & Co. Incorporated: advisors, services and reported ETF investments

What this firm offers

Filed by Robert W. Baird & Co. Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Performance-Based Fees
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Registered Municipal Advisor
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

4803 Olympia Park Plaza, Louisville, KY 40241

104 advisors at this office.

Robert W. Baird & office in Louisville, KY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Kit B Carter?

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