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).

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 231 - 240 of 2,381 top financial advisors.
231
Cassidy J. Carlson
CRD#: 6846922
12570 Perry Highway, Suite 100, Wexford, PA 15090

Cassidy Carlson (CRD# 6846922) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 6 years of experience in the finance industry.

232
Kurt E. Carlson
CRD#: 2060777
12570 Perry Highway, Suite 100, Wexford, PA 15090

Kurt Carlson (CRD# 2060777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 33 years of experience in the finance industry.

233
Christopher L. Carpenter
CRD#: 6094513
4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY 40241

Christopher Carpenter (CRD# 6094513) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 11 years of experience in the finance industry.

234
Jeffrey W. Carroll
CRD#: 2203849
550 Bailey Avenue, Suite 700, Fort Worth, TX 76107

Jeffrey Carroll (CRD# 2203849) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 32 years of experience in the finance industry.

235
Thomas J. Carroll
CRD#: 1132925
One S Pinckney St, Suite 600, Madison, WI 53703

Thomas Carroll (CRD# 1132925) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, WI and has over 41 years of experience in the finance industry.

236
Joshua R. Carstens
CRD#: 4694279
110 South Jefferson Avenue, Suite 600, Peoria, IL 61602

Joshua Carstens (CRD# 4694279) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, IL and has over 20 years of experience in the finance industry.

237
Brandon C. Carter
CRD#: 5914146
1404 E College Way Ste 103, Mount Vernon, WA 98273

Brandon Carter (CRD# 5914146) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 11 years of experience in the finance industry.

238
Kit B. Carter
CRD#: 857558
4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY 40241

Kit Carter (CRD# 857558) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 38 years of experience in the finance industry.

239
Larry J. Carter
CRD#: 4262714
1600 West End Ave, Suite 1100, Nashville, TN 37203

Larry Carter (CRD# 4262714) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Nashville, TN and has over 23 years of experience in the finance industry.

240
Rodney W. Carter
CRD#: 1296720
1404 E College Way Ste 103, Mount Vernon, WA 98273

Rodney Carter (CRD# 1296720) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 39 years of experience in the finance industry.

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