Robert W. Baird & Company Incorporated

Robert W. Baird & Company Incorporated (CRD# 8158) is a financial advisory firm headquartered in Milwaukee, WI. They manage $107,585,655,154 in 110,825 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    107,586
    MILLION
  • Total Number of Accounts
    110,825
    ACCOUNTS
  • Average Account Value
    $970,771
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)
  • Publication of periodicals or newsletters
  • 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, WY

Financial Advisors at Robert W. Baird & Company Incorporated
Showing 1 - 10 of 1,675 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
Matthew A. Cash
CRD#: 5585697
11951 Freedom Drive, Suite 1000, Reston, VA 20190
98
Wealthminder
score

Matthew Cash (CRD# 5585697) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Reston, VA and has over 9 years of experience in the finance industry.

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
Blaine E. Gibson
CRD#: 2420502
1539 W. Market Street, Mequon, WI 53092
98
Wealthminder
score

Blaine Gibson (CRD# 2420502) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 24 years of experience in the finance industry.

5
Robert C. King
CRD#: 2774343
N17 W24222 Riverwood Drive, Ste 240, One Riverwood Place, Waukesha, WI 53188
98
Wealthminder
score

Robert King (CRD# 2774343) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 21 years of experience in the finance industry.

6
Sterling C. Perkins
CRD#: 6352226
Two North Tamiami Trail, One Sarasota Tower, Ste 1200, Sarasota, FL 34236
97
Wealthminder
score

Sterling Perkins brings an extensive background in portfolio and equity analytics to the Evan Guido Group. Sterling earned his Bachelor of Science in Economics with a Quantitative Finance Emphasis from the University of Colorado.

 

Sterling has lived in Sarasota for 12 years, and is very involved in numerous community organizations such as Dig the Beach Volleyball, Sarasota Café Racers, Sarasota Sportsmen Association, The Wounded Warrior Project, and Operation Second Chance.

 

Sterling spends his free time playing beach volleyball, working on cars, and exercising to stay healthy and happy.

7
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 23 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.

8
Ryan S. Antkowiak
CRD#: 4890540
7650 Edinborough Way, Suite 300, Edina, MN 55435
96
Wealthminder
score

Ryan Antkowiak (CRD# 4890540) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Edina, MN and has over 13 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.

9
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 35 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.

10
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 30 years of experience in the finance industry.

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