Coleman Advisory
45yrs
Top advisor by experience in Asheville
25yrs
Kale Olson
Financial advisor at Robert W. Baird & Co.
Kale Olson has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Asheville, North Carolina. After a year at J.J.B. Hilliard, W.L. Lyons and nine years at Oppenheimer & Co., Kale joined Robert W. Baird & Co. in 2019, a firm offering financial planning, investment management, and private fund management. Robert W. Baird & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 277 advisors with offices in Asheville, and one of 257 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience in North Carolina
Office79 Woodfin Place Suite 100, Asheville, NC 28801
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- May 2018 – Oct 2019J.J.B. Hilliard, W.L. Lyons, LLCPreviously
- 2009 – 2018Oppenheimer & Co. Inc.Previously
- Nov 2008 – Mar 2009Stanford Group CompanyPreviously
- 2002 – 2008UBS Financial Services Inc.Previously
Contact Kale
Local office(828) 252-8900Ask for Kale. (414) 765-3500Main office · Milwaukee, WI 79 Woodfin Place Suite 100Asheville, NC 28801Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Kale
Tailored to Kale’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 Kale
How do I contact Kale?
Call Kale’s local office at (828) 252-8900 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Kale Olson.
How long has Kale been a financial advisor?
Kale has been in the industry since 2001, about 25 years. Top 24% by experience in North Carolina.
What licenses does Kale hold?
Series 66. Tap any license on this page to see what it allows.
Is Kale a fiduciary?
Kale is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kale 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 Kale 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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