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Kim M

Series 66

Franklin, WI

Robert Baird & Co.

Kim Milligan is a financial advisor with Robert W. Baird & Co. Inc. in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Milligan has been with Robert W. Baird & Co. since 1999. Milligan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

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

Series 66

Franklin, WI

Robert Baird & Co.

Scott Schiek is a financial advisor at Robert W. Baird & Co. in Franklin, WI, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a variety of investment strategies and overlays to align with client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mitchell L

Series 66

Franklin, WI

Robert Baird & Co.

Mitchell Lalley is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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