Anchorage, AK Centerpoint Drive Office

Team
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Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,644

Across 301 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.

Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.

Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.

Based on Robert Baird & Co.

Expertise

Wealth management Tax-loss harvesting

Based on Robert Baird & Co.

Occupation focus

Retired Founder/Business Owner

Based on Robert Baird & Co.

Location

3800 Centerpoint Drive, #1120

Anchorage AK 99503

Advisors at this office

8

Advisors at this office

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Sean D

Series 66

Anchorage, AK

Robert Baird & Co.

Sean Doche is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, he held roles in marketing and hospitality and attended Gonzaga University. Sean is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of financial planning and portfolio management services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment options.

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

CFA®, Series 63

Anchorage, AK

Robert Baird & Co.

Adam Sander is a financial advisor at Robert W. Baird & Co. with CFA® and Series 63 credentials. He has been with Baird since 2025 and previously worked for All Aboard America Holdings, Inc. from 2017 to 2025. Outside of his advisory role, he is an owner of a rental home in Littleton, Colorado. Robert W. Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management, separately managed account programs, and tax-managed strategies, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Rachel B

CFP®, Series 66

Anchorage, AK

Robert Baird & Co.

Rachel Bunnell is a CFP® and holds a Series 66 license, with 16 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and briefly at Wells Fargo Clearing prior to that. Outside of her advisory work, she serves as treasurer for both the Jack and Jill organizations in her region and provides divorce financial analysis through the Alaska Association of Collaborative Divorce. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management tools and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brandon B

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Brandon Berdecia is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CrowdStreet Capital, LLC, Charles Schwab, and BNB Bank. Berdecia is a passive participant in Steward Lending LLC, a non-investment-related activity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and employs a range of strategies including manager-traded and model-traded separately managed accounts, with ongoing manager selection supported by internal research and technology tools.

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

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Richard Hansen Jr. is a financial advisor with Robert Baird & Co. in Anchorage, Alaska, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Baird in 2022, he worked for Wells Fargo Clearing and Wells Fargo Bank, N.A. Hansen also works as a personal care attendant with Arctic Care Services, assisting with household duties in his local community. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

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

Series 66

Anchorage, AK

Robert Baird & Co.

Timothy Frey is a financial advisor with Robert Baird & Co. in Anchorage, AK, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Investments and Wells Fargo Clearing. He has been with Robert Baird since 2017. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of SMA strategies, tax management, and proprietary research to support client advice.

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

Series 66

Anchorage, AK

Robert Baird & Co.

John Dixon is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Elevate Services Group and Xerox Corporation. The DDK Group at Robert W. Baird & Co., where Dixon is based, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Grant S

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Grant Shearer is a financial advisor with Robert W. Baird & Co. in Anchorage, Alaska, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at Wells Fargo Clearing. Shearer serves as a board member for the Municipality of Anchorage Trust Fund. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management solutions. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities including municipal advisory services and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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