LPL Financial
45yrs
Top advisor by experience in Grand Junction
32yrs
Kimberly Giannone
Full name on record: Kimberly Ann Giannone
Financial advisor at Robert W. Baird & Co.
Based in Grand Junction, Colorado, Kimberly Giannone is a fiduciary financial advisor with 32 years of industry experience. Kimberly has been with Robert W. Baird & Co. since 2015; before that, Kimberly spent 15 years at Wells Fargo Advisors. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Grand Junction, and one of 100 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 9% by experience in Colorado
Office200 Grand Ave Suite 300, Grand Junction, CO 81501
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2000 – 2015Wells Fargo Clearing Services, LLCPreviously
Contact Kimberly
(414) 765-3500Firm headquarters in Milwaukee, WI. Ask for Kimberly. 200 Grand Ave Suite 300Grand Junction, CO 81501Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Kimberly
Tailored to Kimberly’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Kimberly
How do I contact Kimberly?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Kimberly Giannone. Kimberly works from the Grand Junction, CO office.
How long has Kimberly been a financial advisor?
Kimberly has been in the industry since 1994, about 32 years. Top 9% by experience in Colorado.
What licenses does Kimberly hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kimberly a fiduciary?
Kimberly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kimberly paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kimberly for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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