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Cary Cowan

Advisor at Robert Baird & Co.

Updated today

Location

Hopkinsville, KY 42240

Credentials

Series 66

Industry experience

25 years

About

Cary Cowan is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. Cary is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

1003 South Virginia Street

Hopkinsville, KY 42240

Work history

Robert Baird & Co.

2019 - Present (7 years)

J.J.B. Hilliard, W.L. Lyons, Inc.

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor with Van Clemens Wealth Management, LLC in Hopkinsville, KY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., The Prudential Insurance Company of America, and Modern Woodmen of America. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment advice based on client objectives and employs both in-house and third-party managers, utilizing a blend of modern portfolio theory and fundamental and technical analysis.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for over 40 years. Outside of his advisory role, he serves as treasurer for a family-owned restaurant corporation and for St John United Methodist Church in Hopkinsville, KY. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional investors. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management and specialized overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 9 years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, Williams serves as treasurer for the Rotary Club of Hopkinsville, where he helps with financial statements and participates in board meetings. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies along with affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeannette W

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with LPL Financial and United Southern Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment and planning solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William C

Series 66

Hopkinsville, KY

Raymond James Financial

William Colburn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Hopkinsville, KY. He holds a Series 66 designation and has 15 years of industry experience. He has been affiliated with Peay and Co. and Raymond James since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and consulting, offering tailored investment recommendations supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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