Elgin, IL Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

9

Of 2,623 advisors across 299 offices

Location

2155 Point Blvd, Suite 100

Elgin IL 60123

Advisors at this office

9

Advisors at this office

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Ryan L

Series 66

Elgin, IL

Robert Baird & Co.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan 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. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

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

Series 66

Elgin, IL

Robert Baird & Co.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove Homeowners Association. 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 tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Anthony M

Series 66, Series 63

Elgin, IL

Robert Baird & Co.

Anthony Manfrin is an advisor at Robert Baird & Co. with three years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Guardian Life, MetLife Investors Distribution Company, and Unum. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, employing a mix of manager-traded and model-traded strategies alongside tax management and direct indexing.

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

Series 63, Series 66

Elgin, IL

Robert Baird & Co.

Robert Schrieber is a financial advisor with Robert W. Baird & Co. in Elgin, Illinois, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as an acting board member of a bank holding company and is involved in several LLC ownership and membership roles across healthcare and investment ventures. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, covering traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jana P

Series 66

Elgin, IL

Robert Baird & Co.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

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

Series 66

Elgin, IL

Robert Baird & Co.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

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

Series 66

Elgin, IL

Robert Baird & Co.

Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

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

Series 66, Series 63

Elgin, IL

Robert Baird & Co.

Amber Hubbard is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate 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, utilizing manager-traded and model-traded strategies supported by internal research and technology tools.

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

CFA®, Series 63

Elgin, IL

Robert Baird & Co.

Terence Foster is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Foster serves on the finance committee of Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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