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Michelle Lynn Bridge

Advisor at Robert Baird & Co. — Churubusco, IN

Updated today

Credentials

Series 63, Series 66

Experience

29 years

Location

Churubusco, IN

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,630

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Michelle Bridge is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 66 designations. She has 29 years of industry experience, including prior roles at JJB Hilliard WL Lyons LLC. Bridge has been with Baird since 2019, with a brief period of unemployment between 2019 and 2021. She 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional 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

See office

Churubusco, IN

Churubusco IN

Advisors at this office

1

Most active in

Indiana · Wisconsin

Work history

29 years of industry experience

Baird

2021 - Present • 5 years

Ft Wayne, IN

Unemployed

2019 - 2021 • 2 years

Churubusco, IN

Robert Baird & Co.

2019 - 2019 • 1 year

Fort Wayne, IN

JJB Hilliard WL Lyons LLC

2017 - 2019 • 2 years

Louisville, KY

JJB Hilliard WL Lyons LLC

2015 - 2017 • 2 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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Luke F

Series 65

Fort Wayne, IN

Arena Wealth Management LLC

Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Ryan F

CFP®, Series 63

Fort Wayne, IN

DentVest LLC

Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Dennis H

CFP®, Series 63, Series 65

Fort Wayne, IN

Houlihan Asset Management LLC

Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.

General tax planning College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Antony S

CFP®, Series 65, Series 63

Fort Wayne, IN

Krouse Stureman & Associates, Inc.

Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of Krouse Stureman & Associates, Inc. in Fort Wayne, IN, and has held advisory and ownership roles with Krouse Kern Wealth Management, Inc. since 2004. He is also owner and agent of KK Risk Management, LLC, a licensed insurance agency. Krouse Stureman & Associates provides personalized financial planning and investment advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on asset allocation, diversification, and periodic rebalancing, typically utilizing passively managed, institutional-class mutual funds.

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) General tax planning
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Steven G

CFP®, Series 66

Fort Wayne, IN

Gilbert Wealth

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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John N

Series 63, Series 65

Fort Wayne, IN

Buffalo Capital Advisors LLC

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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