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Emily Blackman

Advisor at Robert Baird & Co.

Updated today

Location

Borden, IN

Credentials

Series 66

Industry experience

1 year

About

Emily Blackman is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and Lawrence E. Osterhage PSC. Outside of her advisory role, she is involved in a family-owned business producing and distributing pure maple syrup. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and charitable organizations. The group offers customized consulting and portfolio services, combining in-house and third-party managers to implement varied 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

Borden, IN

Most active in

Indiana · Kentucky

Work history

Robert W. Baird Inc.

2022 - Present (4 years)

Baird Trust Company

2019 - 2022 (3 years)

Hilliard Lyons Trust Company

2018 - 2019 (1 year)

Lawrence E. Osterhage PSC

2008 - 2018 (10 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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Retirement income strategy Professional Athlete Founder/Business Owner Values-based investing
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General retirement planning Long-term care insurance College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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