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Megan Stephanie Coronado

Advisor at Robert Baird & Co. — Cascade, WI

Updated today

Credentials

Series 66

Experience

11 years

Location

Cascade, WI

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,649

Across 299 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. 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, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.

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

Cascade, WI

Cascade WI

Advisors at this office

1

Most active in

Florida · Texas · Wisconsin

Work history

11 years of industry experience

Robert W Baird & Co inc

2014 - Present • 12 years

Sheboygan, WI

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

Jonathan D

CFA®, Series 63

Plymouth, WI

The Olympia Group LLC

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at The Olympia Group LLC, an independent firm he has been with since 2023. Prior to that, he held roles at LPL Financial, Merit Financial Group, Cambridge Investment Research Advisors, and Carl M. Hennig Inc. Outside of advising, he serves on the finance committee of the Oshkosh Area Community Foundation and the board of the University of Wisconsin Oshkosh. The Olympia Group LLC provides discretionary portfolio management, sub-advisory services, and research consulting to individuals, high-net-worth investors, and institutional clients. The firm employs a concentrated, all-cap global equity strategy focused on small- and micro-cap companies with durable competitive advantages, using fundamental analysis and proprietary scoring methodologies.

Concentrated stock management Options & derivatives strategies Active portfolio management
user avatar

Cari D

Series 65, Series 63

Adell, WI

Luedtke & Associates LLC

Cari Domask is a financial advisor with Luedtke & Associates LLC, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. She has worked at Commonwealth Financial Network from 2021 to 2025 and has been with Luedtke & Associates since 2014. Domask is also a one-third passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in regulatory assets across roughly 470 clients, offering both discretionary and non-discretionary strategies that include separately managed accounts, third-party asset managers, structured notes, cryptocurrency exposure, and AI-enabled service tools.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Brent N

Series 63, Series 65

Belgium, WI

Plus Group Wealth Advisors, LLC

Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Social Security optimization Mid-Career Professionals
user avatar

Margaret W

Series 63, Series 65

Plymouth, WI

Veritas Financial Services, LLC

Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Veritas Financial Services since 2004. Outside of her advisory role, she owns and manages the firm’s office building through her involvement with Hartland Investment Properties LLC. Veritas Financial Services provides financial planning, consulting, and advisory services to individual and institutional clients. The firm recommends third-party money managers, emphasizing passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, and conducts regular client account reviews while monitoring third-party manager performance.

General retirement planning Wealth management Passive / index investing
user avatar

Jay L

Series 63, Series 65

Belgium, WI

Plus Group Wealth Advisors, LLC

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

Social Security optimization Mid-Career Professionals
user avatar

Austin L

Series 65, Series 63

Adell, WI

Luedtke & Associates LLC

Austin Luedtke is a financial advisor at Luedtke & Associates LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Commonwealth Financial Network and Principal Securities Inc. Outside of advisory services, he is the owner of A6, LLC, an entity created to hold trademarks, and also has involvement in sharecropping activities through The Ace Unlimited. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors, managing approximately $248 million in regulatory assets. The firm offers portfolio management, financial planning, and retirement-plan advisory services, utilizing both in-house and third-party strategies, including complex tools such as direct indexing and AI-enabled service delivery.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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