Columbus, IN Office

Team
Updated today
Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

Across 299 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

380 Plaza Drive, Suite D

Columbus IN 47201

Advisors at this office

7

Advisors at this office

user avatar

Carter S

Series 66

Columbus, IN

Robert Baird & Co.

Carter Screeton is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in educational and retail settings. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and advanced tools including artificial intelligence.

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

Scott O

Series 63, Series 66

Columbus, IN

Robert Baird & Co.

Scott Osborn is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has prior experience with JJB Hilliard, W.L. Lyons and Main Source/RJFS. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

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

Steven M

CFP®, Series 66

Columbus, IN

Robert Baird & Co.

Steven Meredith is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Robert Baird since 2019, following a 19-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He is also a partner in Tipton Partners LLC, an entity involved in owning and renovating commercial property. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by ongoing home-office research and tools, including artificial intelligence.

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

Scott D

Series 63, Series 65

Columbus, IN

Robert Baird & Co.

Scott Dedomenic is a financial advisor with Robert Baird & Co. in Columbus, IN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Before joining Baird in 2019, he worked for 27 years at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as treasurer for a local homeowners association, managing financial reporting and dues collection. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including manager-traded and model-traded SMA programs, with ongoing manager selection and internal research integral to its approach.

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

Nash J

Series 66

Columbus, IN

Robert Baird & Co.

Nash Jackson is a financial advisor at Robert W. Baird & Co. in Columbus, Indiana, holding a Series 66 designation with four years of industry experience. Prior to joining Baird in 2021, he worked at Enkei America Inc. and Indiana Smokehouse, and was a full-time student from 2019 to 2021. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

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

Joshua M

Series 66

Columbus, IN

Robert Baird & Co.

Joshua Meredith is a financial advisor with Robert Baird & Co. in Columbus, Indiana, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he worked for Cummins Engine Company for fourteen years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and technology in client advice.

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

Robert B

Series 63, Series 65

Columbus, IN

Robert Baird & Co.

Robert Banister is a financial advisor at Robert W. Baird & Co. based in Columbus, Indiana, with 34 years of industry experience. He has held this position since 2019, following 25 years at J.J.B. Hilliard, W.L. Lyons, Inc. Banister holds Series 63 and Series 65 licenses. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, wrap programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)