Henderson, KY Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,630

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

103 Second Street

Henderson KY 42420

Advisors at this office

9

Advisors at this office

user avatar

Joey D

Series 63, Series 66

Henderson, KY

Robert Baird & Co.

Joey Davenport is a financial advisor with Robert Baird & Co. in Henderson, KY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Outside of his advisory role, Davenport is involved in motivational speaking at churches, organizations, and college sports teams through a separate business activity. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pension and profit-sharing plans, corporations, charities, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services, utilizing both in-house and third-party managers to implement a wide range of investment strategies.

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

Kevin F

Series 63, Series 66

Henderson, KY

Robert Baird & Co.

Kevin Farmer is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He serves as Secretary/Treasurer of the Cat Alley Quail Club, a local organization in Sturgis, KY. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies incorporating both in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jay N

Series 63

Henderson, KY

Robert Baird & Co.

Jay Newland is a financial advisor with Robert Baird & Co. in Henderson, KY, holding a Series 63 designation and 29 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. 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 provides tailored consulting and portfolio management services using a combination of in-house and third-party managers, offering strategies across traditional and non-traditional asset classes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Cree J

Series 66

Henderson, KY

Robert Baird & Co.

Cree Jenkins is a financial advisor at Robert Baird & Co. with the Series 66 designation and has been with the firm since 2015. Based in Henderson, KY, Jenkins has 11 years of industry experience. 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, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

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

Heather B

Series 66

Henderson, KY

Robert Baird & Co.

Heather Bacon is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She has been with Robert Baird since 2019 and previously worked at Hilliard Lyons. She holds a Series 66 designation. Heather is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies and managers to align with client goals and risk tolerances.

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

Mark C

Series 66

Henderson, KY

Robert Baird & Co.

Mark Chumbler is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019 and Hilliard Lyons since 2016. He is also associated with the Hugh Sandefur Training Center. 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 group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

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

Series 63, Series 65

Henderson, KY

Robert Baird & Co.

John Hodge is a financial advisor at Robert W. Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is involved in managing family-owned mineral interests through a separate business entity. 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 a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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

Cheyenne L

Series 66

Henderson, KY

Robert Baird & Co.

Cheyenne Leavelle is an advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird in 2025, Leavelle held positions at the Kentucky Real Estate Commission and Henderson County Schools. Leavelle is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

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

Emma H

Series 66

Henderson, KY

Robert Baird & Co.

Emma Hodge is a financial advisor with Robert Baird & Co., holding a Series 66 designation and one year of industry experience. She previously worked at the Green River District Health Department in Kentucky and attended Belmont University. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, consulting, and portfolio management services supported by internal research and a mix of discretionary and non-discretionary investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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