Robert W. Baird & Company Incorporated

Robert W. Baird & Company Incorporated (CRD# 8158) is a financial advisory firm headquartered in Milwaukee, WI. They manage $287,514,955,453 in 331,500 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
https://www.linkedin.com/company/robert-w-baird-
By the Numbers
  • Total Assets Under Management
    287,515
    MILLION
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Robert W. Baird & Company Incorporated
Showing 211 - 220 of 2,381 top financial advisors.
211
Clay Buttrey, financial advisor Columbia TN
Clay W. Buttrey
CRD#: 4008020
500 W 7th Street, Columbia, TN 38401

Clay Buttrey (CRD# 4008020) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbia, TN and has over 24 years of experience in the finance industry.

212
Daniel Buxton, financial advisor Lake Oswego OR
Daniel E. Buxton
CRD#: 4612197
5400 Meadows Rd, Ste 300, Lake Oswego, OR 97035

Daniel Buxton (CRD# 4612197) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lake Oswego, OR and has over 19 years of experience in the finance industry.

213
Timothy Byrne, financial advisor Milwaukee WI
Timothy P. Byrne
CRD#: 4539540
777 E. Wisconsin Avenue, Milwaukee, WI 53202

Timothy Byrne (CRD# 4539540) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 21 years of experience in the finance industry.

214
David Caillier, financial advisor Mill Valley CA
David L. Caillier
CRD#: 4603868
2 Belvedere Place, Suite 330, Mill Valley, CA 94941

David Caillier (CRD# 4603868) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 18 years of experience in the finance industry.

215
James Cain, financial advisor Columbus OH
James B. Cain
CRD#: 3123992
4215 Worth Ave, Suite 200, Columbus, OH 43219

James Cain (CRD# 3123992) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, OH and has over 23 years of experience in the finance industry.

216
Pamela Cain-Henry, financial advisor Milwaukee WI
Pamela Cain-Henry
CRD#: 3138836
777 East Wisconsin Ave, Milwaukee, WI 53202

Pamela Cain-Henry (CRD# 3138836) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 25 years of experience in the finance industry.

217
Deidre Caldwell, financial advisor Charlotte NC
Deidre T. Caldwell
CRD#: 1840633
4350 Congress St, Suite 400, Charlotte, NC 28209

Deidre Caldwell (CRD# 1840633) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 35 years of experience in the finance industry.

218
Erin Calkins, financial advisor Rockford IL
Erin M. Calkins
CRD#: 4979426
2601 Reid Farm Rd, Suite A, Rockford, IL 61114

Erin Calkins (CRD# 4979426) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 18 years of experience in the finance industry.

219
Catherine Callard, financial advisor Grandview Heights OH
Catherine E. Callard
CRD#: 4799449
800 Yard Street, Suite 225, Grandview Heights, OH 43212

Catherine Callard (CRD# 4799449) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grandview Heights, OH and has over 11 years of experience in the finance industry.

220
Jonathan Callaway, financial advisor Indianapolis IN
Jonathan K. Callaway
CRD#: 2471653
8801 River Crossing Blvd, Suite 120, Indianapolis, IN 46240

Jonathan Callaway (CRD# 2471653) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Indianapolis, IN and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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