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Michael L

Series 66

Battle Creek, MI

Robert Baird & Co.

Michael Leifeld is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding a Series 66 designation and eight years of industry experience. He has been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019. Leifeld serves on the Investment and Finance Committee of the Battle Creek Community Foundation. 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. The firm offers a range of advisory services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William S

Series 63, Series 65

Battle Creek, MI

Robert Baird & Co.

William Simonds is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Simonds serves as a board member and on the Investment/Finance Committee for Goodwill Industries of Central Michigan's Heartland, Inc. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stephen J

Series 66

Battle Creek, MI

Robert Baird & Co.

Stephen Jenkins is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons, LLC. He is involved in small real estate ventures through CJMJ Properties. The DDK Group, a team within Robert Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning and portfolio management tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Timothy D

Series 63, Series 65

Battle Creek, MI

Robert Baird & Co.

Timothy Dally is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked at J.J.B. Hilliard W.L. Lyons from 1997 to 2019 before joining Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a director and officer of Dally Tire Company, a family tire and auto service business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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