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Emily Nicole Blackman

Advisor at Robert Baird & Co. — Borden, IN

Updated today

Credentials

Series 66

Experience

2 years

Location

Borden, IN

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

Emily Blackman is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having over 14 years of industry experience across several firms, including Hilliard Lyons Trust Company and Lawrence E. Osterhage PSC. She is also involved in a family maple syrup business as a member of LM Sugarbush LLC, which produces and distributes pure maple syrup products. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a mix of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

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

Borden, IN

Borden IN

Advisors at this office

1

Most active in

Indiana · Kentucky

Work history

2 years of industry experience

Robert W. Baird Inc.

2022 - Present • 4 years

Louisville, KY

Baird Trust Company

2019 - 2022 • 3 years

Louisville, KY

Hilliard Lyons Trust Company

2018 - 2019 • 1 year

Louisville, KY

Lawrence E. Osterhage PSC

2008 - 2018 • 10 years

Louisville, KY

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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William B

Series 63, Series 65

Georgetown, IN

Bowers Capital Management

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Options & derivatives strategies Factor investing / smart beta
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Ethan A

Series 65

Jeffersonville, IN

Brookstone Financial

Ethan Adams is a financial advisor at Brookstone Financial with eight years of industry experience. He holds a Series 65 credential and has worked at firms including New Genesis Wealth Management LLC and USFeds LLC. Outside of his advisory role, Adams owns a small remodeling company, New Genesis Custom Builders LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations, managing approximately $76.9 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan services, tailoring portfolios to clients’ goals using a mix of analytical methods and often utilizing sub-advisors or third-party managers.

Retirement income strategy General retirement planning Founder/Business Owner Professional Athlete Retired
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Seth S

Series 63, Series 65

Jeffersonville, IN

Brookstone Financial

Seth Stewart is a financial advisor at Brookstone Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Center Street Securities and PMB Capital Management. Outside of advisory work, he is involved in several business ventures including serving as president of Brookstone Development, LLC, which focuses on real estate development, and operating an athlete NIL agency. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and utilizing sub-advisors and third-party managers.

Retirement income strategy General retirement planning Founder/Business Owner Professional Athlete Retired
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Tammi D

Series 63, Series 66

Jeffersonville, IN

Brookstone Financial

Tammi Dauby is a financial advisor at Brookstone Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at LaSalle St Investment Advisors, INVEST Financial Corp., and L&N Federal Credit Union. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a variety of analytical methods and sub-advisors to tailor portfolios to client goals.

Retirement income strategy General retirement planning Founder/Business Owner Professional Athlete Retired
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Jermetria W

Series 65

Jeffersonville, IN

Brookstone Financial

Jermetria White is a financial advisor with Brookstone Financial, holding a Series 65 designation and five years of industry experience. Her prior work includes roles at 62 Sales and Volunteers of America Mid-States. In addition to her advisory role, she is involved with Roots of Love since 2026. Brookstone Financial serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses multiple analytical methods and both long- and short-term strategies while offering educational seminars and referring clients to third-party managers.

Retirement income strategy General retirement planning Founder/Business Owner Professional Athlete Retired
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Vincent H

Series 63

New Albany, IN

American Capital Management, Inc.

Vincent Hyman is a financial advisor at American Capital Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at American Capital Management since 2007 and Regulus Financial Group since 2023. Outside of advising, he is a member of GPS Management LLC, a company that develops and markets automatic vehicle location equipment. American Capital Management serves individual clients, retirement plans, and charitable institutions with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs tailored investment strategies using mutual funds, ETFs, stocks, and bonds, and offers both in-house and external managed program options.

General retirement planning Long-term care insurance College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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