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Keila L Scott

Advisor at Robert Baird & Co. — Hopkinsville, KY

Updated today

Credentials

Series 66

Experience

1 year

Location

Hopkinsville, KY 42240

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Keila Scott is a financial advisor with Robert Baird & Co., holding a Series 66 designation and seven years of industry experience. She previously worked at Hilliard Lyons and Heritage Bank. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research, manager selection, and advanced strategies such as overlay management and tax management.

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

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$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

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

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

See office

Hopkinsville, KY

1003 South Virginia Street

Hopkinsville KY 42240

Advisors at this office

8

Most active in

Kentucky

Work history

1 year of industry experience

Robert Baird & Co.

2019 - Present • 7 years

Hopkinsville, KY

Hilliard Lyons

2019 - 2019 • 1 year

Hopkinsville, KY

Heritage Bank

2012 - 2019 • 7 years

Hopkinsville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and The Prudential Insurance Company of America. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory, fundamental and technical analysis, and employing numerous third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. In addition to his financial advisory work, he serves as treasurer for both The Horseshoe, Inc., a family-owned restaurant, and St John United Methodist Church in Hopkinsville, KY. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies along with ongoing research and oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor with Edward Jones in Hopkinsville, KY, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering various advisory strategies and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cary C

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for the Rotary Club of Hopkinsville, where he helps prepare and present financial statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is known for its extensive retail advisor and branch network as well as its integrated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeannette W

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor with LPL Financial based in Hopkinsville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and United Southern Bank since 2015 and was previously with Invest Financial Corporation from 2007 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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