Kristy Miles
Advisor at Robert Baird & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Robert Baird & Co.
Location
Dyersburg, TN 38024
Credentials
Series 66
Industry experience
3 years
About
Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.
Client services
Based on Robert Baird & Co.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
See schedule d
Fee options
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
Location
1950 Us Highway 51 Byp N, Suite B
Dyersburg, TN 38024
Most active in
Kristy M has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Robert W. Baird & Co., Inc
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Karen H
Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Jeff R
Series 63, Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Vondal D
Series 63, Series 66
Dyersburg, TN
Cornerstone Wealth Management, LLC
James H
Series 63, Series 65
Dyersburg, TN
LPL Financial
Richard D
CFP®, Series 63
Dyersburg, TN
LPL Financial
Kevin S
Series 66
Dyersburg, TN
LPL Financial
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