Robert W. Baird & Company Incorporated

Robert W. Baird & Company Incorporated (CRD# 8158) is a financial advisory firm headquartered in Milwaukee, WI. They manage $83,909,768,903 in 90,406 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    83,910
    MILLION
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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

Financial Advisors at Robert W. Baird & Company Incorporated
Showing 1 - 10 of 1,539 top financial advisors.
1
Bradley R. Maclachlan
CRD#: 5902736
333 Bridge St N.w., Ste 1000, Grand Rapids, MI 49504
101
Wealthminder
score

Bradley Maclachlan (CRD# 5902736) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grand Rapids, MI and has over 5 years of experience in the finance industry.  Brad is a CERTIFIED FINANCIAL PLANNER professional, and a CERTIFIED INVESTMENT MANAGEMENT ANALYST professional.  

 

2
Evan R. Guido
CRD#: 4418691
Two North Tamiami Trail, One Sarasota Tower, Ste 1200, Sarasota, FL 34236
100
Wealthminder
score

Senior Vice President, Financial Advisor

 

Evan Guido entered the investment business in 2002, and has been with Baird since 2007. Evan specializes in portfolio construction with an emphasis on retirement income. He firmly believes that relationships built on trust, dependability, and professionalism drive his business.

 

Evan holds a series of workshops in the community and is a member of numerous clubs and committees in Sarasota. Evan served as the Commodore (Elected CEO) of the Bradenton Yacht Club, and was on the Board from 2007 – 2013. He has been awarded Sarasota Top Wealth Advisor by 5 Star Professional yearly since 2011.  

 

Originally from St. Petersburg, Florida, Evan spent 11 years in Alaska where he attended the University of Alaska and started his career in the investment business. Evan spends his free time boating and fishing with his wife Brittany and his three young children: Olivia, Savannah, and Hudson.

 

 

Investment Solutions

 

Who We Serve

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

 

Our services help many people with a focus on the needs of retirees or (those about to retire).

 

What We Provide

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

 

How We Deliver

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

 

In addition to our website: www.evanguidogroup.com

 

Take a look at the Personal Finance Page at the Sarasota Herald Tribune, Halifax Media Company for timely educational articles and portfolio tracking tools. www.heraldtribune.com/finance

 

3
Blake C. Furgerson
CRD#: 6055795
550 Bailey Avenue, Suite 700, Fort Worth, TX 76107
98
Wealthminder
score
Blake Furgerson (CRD# 6055795) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 3 years of experience in the finance industry.
4
Christopher A. Aime
CRD#: 2595682
11951 Freedom Drive, Suite 1000, Reston, VA 20190
96
Wealthminder
score

Christopher Aime (CRD# 2595682) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Reston, VA and has over 21 years of experience in the finance industry. Christopher Aime has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ryan S. Antkowiak
CRD#: 4890540
601 Carlson Parkway, Suite 950, Minnetonka, MN 55305
96
Wealthminder
score

Ryan Antkowiak (CRD# 4890540) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Minnetonka, MN and has over 11 years of experience in the finance industry. Ryan Antkowiak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David D. Beck
CRD#: 1062926
210 University Boulevard, Denver, CO 80206
96
Wealthminder
score

David Beck (CRD# 1062926) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Denver, CO and has over 34 years of experience in the finance industry. David Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brian M. Beitner
CRD#: 1230093
921 Walnut St Suite 250, Boulder, CO 80302
96
Wealthminder
score

Brian Beitner (CRD# 1230093) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Boulder, CO and has over 29 years of experience in the finance industry.

8
Thomas M. Boh
CRD#: 4335073
210 University Boulevard, Denver, CO 80206
96
Wealthminder
score

Thomas Boh (CRD# 4335073) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Denver, CO and has over 15 years of experience in the finance industry. Thomas Boh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michael J. Bongers
CRD#: 25612
200 Public Square Ste 1650, Cleveland, OH 44114
96
Wealthminder
score

Michael Bongers (CRD# 25612) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 33 years of experience in the finance industry. Michael Bongers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Justin C. Bradford
CRD#: 4559280
One Piedmont Town Center, 4720 Piedmont Row Drive, Suite 360, Charlotte, NC 28210
96
Wealthminder
score

Justin Bradford (CRD# 4559280) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry. Justin Bradford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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