Erica Kroll, CLU®
Insurance
Erica Kroll joined Baird in 2003 and has over 14 years experience in the financial services industry. As the Insurance Specialist for Baird Insurance Services, Erica supports Baird Financial Advisors in insurance planning concepts from the most simple to advanced wealth transfer planning techniques. Erica also assists in evaluating client’s existing insurance portfolios. Erica is a Chartered Life Underwriter® (CLU®) designee and has advanced education in long-term care planning. She also holds the FINRA Series 6 & 63 licenses, as well as, the WI life and health licenses.