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Darek N
Series 66
Milwaukee, WI
Robert Baird & Co.
Darek Nelson is an advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 designation. He joined Robert W. Baird in 2026 and has prior experience working in educational institutions and retail. The DDK Group, part of 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 financial planning and portfolio management services using a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools.
Alec J
Series 66
Milwaukee, WI
Robert Baird & Co.
Alec Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021, following five years at Citadel Enterprise Americas LLC. Based in Milwaukee, WI, Johnson is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Robert W. Baird & Co. manages approximately $394 billion in assets and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and technology, including artificial intelligence.
Robert S
Series 66
Milwaukee, WI
Robert Baird & Co.
Robert Schultz is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Company since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, employing a range of traditional and non-traditional investment strategies.
John C
Series 66
Milwaukee, WI
Robert Baird & Co.
John Campbell is a Series 66-credentialed financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Campbell serves as a board member and co-chairman of the farm committee at the E.F. Wildermuth Foundation, where he also acts as vice president of the Board of Directors and co-chair of the investment council. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm offers a mix of manager-traded and model-traded strategies, overlay management, tax management, and direct-indexing capabilities along with ongoing manager selection and monitoring supported by internal research and technology.
Emily R
Series 66
Milwaukee, WI
Robert Baird & Co.
Emily Raychel is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert Baird & Co. since 2015. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, consulting, and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.
Matthias S
Series 66
Milwaukee, WI
Robert Baird & Co.
Matthias Strotman is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Marquette University for 14 years. He 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 other institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.
Jordan M
Series 66
Milwaukee, WI
Robert Baird & Co.
Jordan Masnica is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert Baird & Co. since 2010. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services through a variety of strategies and utilizes internal research and tools, including artificial intelligence, to support client advice.
Ethan G
Series 66
Milwaukee, WI
Robert Baird & Co.
Ethan Gebert is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Drexel Building Supply and Target. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.
Nora B
Series 66
Milwaukee, WI
Robert Baird & Co.
Nora Byrne is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she worked at the Milwaukee District Attorney's Office and has experience with the Milwaukee Rowing Club. The DDK Group at Robert W. Baird & Co., where Byrne is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.
Michael M
Series 66
Milwaukee, WI
Robert Baird & Co.
Michael Monfeli II is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he owns a sole proprietorship focused on website creation and maintenance. He 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 offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.
Mircea D
Series 66
Milwaukee, WI
Robert Baird & Co.
Mircea Dobre is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he is a co-owner of an LLC that manages residential and commercial rental properties, with his spouse actively handling management. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both in-house and third-party managers to tailor strategies to client goals and risk tolerances.
Heather M
Series 66
Milwaukee, WI
Robert Baird & Co.
Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.
Morgan V
Series 66
Milwaukee, WI
Robert Baird & Co.
Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.
Krisi D
Series 66
Milwaukee, WI
Robert Baird & Co.
Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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 charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.
John R
Series 66
Milwaukee, WI
Robert Baird & Co.
John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.
Laura T
Series 63
Milwaukee, WI
Robert Baird & Co.
Laura Thurow is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and having 25 years of industry experience. She has been with Robert W. Baird since 2000. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.
Sara B
Series 66
Milwaukee, WI
Robert Baird & Co.
Sara Brown is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Rolling Meadow Condo Association in Mequon, WI. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a range of investment strategies and management approaches tailored to client goals and risk tolerances.
Joseph V
Series 66
Milwaukee, WI
Robert Baird & Co.
Joseph Vruwink is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.
Matthew D
Series 66
Milwaukee, WI
Robert Baird & Co.
Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.
Scott S
Series 63
Milwaukee, WI
Robert Baird & Co.
Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.
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