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Cary Scott Cowan

Advisor at Robert Baird & Co. — Hopkinsville, KY

Updated today

Credentials

Series 66

Experience

26 years

Location

Hopkinsville, KY 42240

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,616

Across 299 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Cary Cowan is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and monitoring.

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

See office

Hopkinsville, KY

1003 South Virginia Street

Hopkinsville KY 42240

Advisors at this office

7

Most active in

Florida · Kentucky · Texas

Work history

26 years of industry experience

Robert Baird & Co.

2019 - Present • 7 years

Hopkinsville, KY

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

2000 - Present • 26 years

Hopkinsville, KY

Disclosures

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

Business activities & affiliations

user avatar

Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and The Prudential Insurance Company of America. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory, fundamental and technical analysis, and employing numerous third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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 with Edward Jones in Hopkinsville, KY, holding a Series 66 designation and 15 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, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering various advisory strategies and affiliated investment products.

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

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 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for the Rotary Club of Hopkinsville, where he helps prepare and present financial statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is known for its extensive retail advisor and branch network as well as its integrated capabilities beyond advisory services.

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

Jeannette W

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor with LPL Financial in Hopkinsville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and United Southern Bank since 2015. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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William C

Series 66

Hopkinsville, KY

Raymond James Financial

William Colburn is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been affiliated with Peay and Co. and Raymond James Financial Services Advisors, Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm delivers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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