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Reik Watson Read

BAIRD KAILASH GROUP, LLC·MILWAUKEE, Wisconsin
SIE, Series 7, Series 63, Series 86, Series 87Clean recordBAIRD KAILASH GROUP, LLC
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5300CRD# 4167586Firm CRD# 168821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Reik Watson Read · MILWAUKEE, WI
Registration
CRD #4167586 · BAIRD KAILASH GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BAIRD KAILASH GROUP, LLC
CRD 168821 · SEC 801-78774
AUM
$34M
Regulatory assets under management
Employees
4
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 Reik Watson Read offer?
Reik Watson Read specializes in Investment Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Reik Watson Read's credentials?
Reik Watson Read is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Reik Watson Read located?
Reik Watson Read 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 Reik Watson Read charge for services?
Reik Watson Read'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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Other Advisors at BAIRD KAILASH GROUP, LLC

Dustin John Hutter
MILWAUKEE, WI
Daniel Joseph Renouard
MILWAUKEE, WI

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