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).
-
Total Assets Under Management83,910MILLION
-
Total Number of Accounts90,406ACCOUNTS
-
Average Account Value$928,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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
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
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.
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
Blaine Gibson (CRD# 2420502) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 23 years of experience in the finance industry.
Christopher Aime (CRD# 2595682) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Reston, VA and has over 22 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.
Ryan Antkowiak (CRD# 4890540) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Minnetonka, MN and has over 12 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.
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.
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.
Thomas Boh (CRD# 4335073) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Denver, CO and has over 16 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.
Michael Bongers (CRD# 25612) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 34 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.