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Brandon H

Series 63, Series 65

West Bend, WI

Robert Baird & Co.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Troy H

West Bend, WI

KDHH Investments LLC

Troy Hanson is a financial advisor with KDHH Investments LLC and holds 25 years of industry experience. He has been affiliated with Kieckhafer, Dietzler, Hauser LLP since 1993. KDHH Investments LLC provides investment advisory and financial planning services to a small client base, primarily high-net-worth individuals. The firm operates a wrap-fee program and integrates tax and accounting considerations into its advisory work through its organization as an accounting firm.

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