Unclaimed Profile

Daniel Joseph Renouard

BAIRD KAILASH GROUP, LLC·MILWAUKEE, Wisconsin

SIE, Series 4, Series 7, Series 9, Series 10, Series 16, Series 23, Series 24, Series 55, Series 57TO, Series 63, Series 79TO, Series 87, Series 99TOClean record27 years registeredBAIRD KAILASH GROUP, LLC

777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5300CRD# 3158854Firm CRD# 168821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Renouard · MILWAUKEE, WI

Registration

CRD #3158854 · BAIRD KAILASH GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Dec 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 16

Series 23

Series 24

Series 55

Series 57TO

Series 63

Series 79TO

Series 87

Series 99TO

Registration record

First registered · December 14, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAIRD KAILASH GROUP, LLC

CRD 168821 · SEC 801-78774

AUM

$34M

Regulatory assets under management

Employees

1 client accounts

Services offered by BAIRD KAILASH GROUP, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BAIRD KAILASH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Renouard offer?

Daniel Joseph Renouard specializes in Investment Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Daniel Joseph Renouard's credentials?

Daniel Joseph Renouard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Renouard located?

Daniel Joseph Renouard is based in MILWAUKEE, Wisconsin, working with BAIRD KAILASH GROUP, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Daniel Joseph Renouard charge for services?

Daniel Joseph Renouard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAIRD KAILASH GROUP, LLC?

BAIRD KAILASH GROUP, LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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