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).
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Total Assets Under Management107,586MILLION
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Total Number of Accounts110,825ACCOUNTS
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Average Account Value$970,771
- 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)
- Publication of periodicals or newsletters
- 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, WY
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.
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.
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.
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.
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.
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.
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.
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.
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.