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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 at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird since 2019, following a 22-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Simonds serves as a board member and on the investment/finance committee of Goodwill Industries of Central Michigan’s Heartland, Inc. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

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. in Battle Creek, MI, holding a Series 66 designation with 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and strategic partnerships.

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 at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a director and officer of a family-owned tire and auto service business in Coldwater, Michigan. Robert Baird & Co. serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, research tools, and tax-management strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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