Glasgow, KY Office

Team
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Robert Baird & Co. logo

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

102 E Wayne St.

Glasgow KY 42141

Advisors at this office

4

Advisors at this office

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Samuel D

Series 63, Series 65

Glasgow, KY

Robert Baird & Co.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and 65 licenses and having 34 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 27 years before joining Baird in 2019. Outside of his advisory role, Dickinson serves as a board member and treasurer for a local club and is on the board and investment committee of the Rotary Scout Reservation Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm uses internal research, manager‑traded and model‑traded strategies, and offers municipal advisory services, managing approximately $394 billion in regulatory assets as of December 2025.

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

CFP®, Series 63, Series 65

Glasgow, KY

Robert Baird & Co.

Thomas Houchens is a CFP® professional with three years of industry experience, currently serving at Robert W. Baird & Co. in Glasgow, KY. His background includes roles at Fox Hollow Golf Course and Houchens Industries prior to joining Robert W. Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, 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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Bryan B

Series 63

Glasgow, KY

Robert Baird & Co.

Bryan Baysinger is a financial advisor with Robert Baird & Co. and holds a Series 63 designation. He has 27 years of industry experience, including a long tenure at Hilliard Lyons from 1998 to 2019 before joining Robert Baird in 2019. Baysinger serves as a board member for Crossroads Life Center, a nonprofit Christian organization, and is also a director and treasurer for the Glasgow Education Foundation, which awards scholarships to teachers and students. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management strategies.

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

Barrett M

Series 66

Glasgow, KY

Robert Baird & Co.

Barrett Metzger is a financial advisor with Robert Baird & Co. in Glasgow, KY, holding a Series 66 designation and 12 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2014. Outside of his advisory role, Metzger is involved with the Falls City Soccer Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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