Elkhorn, NE Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,633

Across 300 offices

Clients per advisor

90 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

18881 West Dodge Road, Suite 160 E

Elkhorn NE 68022

Advisors at this office

6

Advisors at this office

user avatar

Weston K

Series 66

Elkhorn, NE

Robert Baird & Co.

Weston Karschner is a financial advisor at Robert Baird & Co. in Elkhorn, Nebraska, holding a Series 66 designation. He joined Baird in 2024 and previously worked at Convera and Applied Underwriters. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio management services.

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

CFP®, Series 66

Elkhorn, NE

Robert Baird & Co.

Ia Hagan is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Robert Baird & Co. in 2024, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2024. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which 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, separately managed accounts, and custody and brokerage services, supported by internal research and advanced tools such as artificial intelligence.

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

Nichol R

CFP®, Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

Nichol Rogers is a CFP®-designated financial advisor with Robert W. Baird & Co., based in Elkhorn, Nebraska, bringing 26 years of industry experience. Prior to joining Baird in 2022, she worked at Northwestern Mutual, Wells Fargo Advisors, LPL Financial, and Citigroup Global Markets. She also serves on the board of MICAH House, an emergency shelter organization, where she participates in fund development and financial oversight. Rogers is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a broad range of financial planning and portfolio management services supported by ongoing manager research, tax management strategies, and distinctive municipal advisory capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alexander R

Series 66

Elkhorn, NE

Robert Baird & Co.

Alexander Ritter is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird since 2015. Outside of his advisory role, Ritter serves as an organist for Countryside Community Church in Omaha, Nebraska. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts, overlay services, and both traditional and non-traditional investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James R

Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

James Ritter is a financial advisor with Robert W. Baird & Co. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he is involved with JARWORKS, LLC, a company managing a vacation rental property. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services, while also providing municipal advisory and public finance services.

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

Frank L

Series 63, Series 65

Elkhorn, NE

Robert Baird & Co.

Frank Lastovica VI is a financial advisor at Robert Baird & Co. with four years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Pacific Life, Roland and Associates, and the Metro Omaha Medical Society. 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. The team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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