user avatar

Spencer M Giesige

Advisor at Robert Baird & Co. — Findlay, OH

Updated today

Credentials

Series 66

Experience

1 year

Location

Findlay, OH

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Spencer Giesige is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Robert W. Baird Co., he worked at Honda Development and Manufacturing and the State Auditor's Office, and spent several years in educational roles. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of portfolio management and financial planning services. The firm combines manager-traded and model-traded strategies, tax management, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Findlay, OH

317 S. Main Street

Findlay OH 45840

Advisors at this office

5

Most active in

Florida · Ohio

Work history

1 year of industry experience

Robert W. Baird Co

2025 - Present • 1 year

Findlay, OH

Honda Development and Manufacturing

2024 - 2025 • 1 year

East Liberty, OH

State Auditor's Office

2023 - 2024 • 1 year

Defiance, OH

University of Findlay

2019 - 2023 • 4 years

Findlay, OH

Tinora High School

2015 - 2019 • 4 years

Defiance, OH

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

James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Tammy T

PFS™

Findlay, OH

Tonjes Financial Group

Tammy Tonjes is a financial advisor with Tonjes Financial Group in Findlay, OH. She holds the PFS™ designation and has one year of experience in advisory services, alongside over a decade in tax preparation and accounting as a CPA and managing member of H&K Financial. In addition to her advisory role, she manages operations and client relationships at H&K Financial. Tonjes Financial Group is a fee-only, fiduciary firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. The firm uses diversified model portfolios and tax-sensitive strategies and is formally affiliated with an independent tax and accounting practice, coordinating services under separate engagement terms.

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired Dual Income Family Approaching retirement Young Families
user avatar

Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

General retirement planning Retirement income strategy Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired Dual Income Family Approaching retirement Young Families
user avatar

Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)