Hopkinsville, KY Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

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

1003 South Virginia Street

Hopkinsville KY 42240

Advisors at this office

9

Advisors at this office

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Bethany R

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Bethany Rogers is a financial advisor with Robert Baird & Co. in Hopkinsville, KY. She holds Series 63 and Series 65 licenses and has over 7 years of experience at Robert Baird, following 15 years at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 40 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 33 years with J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, Landrum serves as treasurer for The Horseshoe, Inc., a family-owned restaurant, and for St John United Methodist Church in Hopkinsville, KY. Larry Landrum is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, manager selection, and tax-management tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Cary C

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor with Robert Baird & Co. in Hopkinsville, KY, holding a Series 66 designation and 26 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years before joining Robert Baird in 2019. Cary is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a blend of manager-traded and model-traded strategies.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Andrew Wilson is a financial advisor with Robert W. Baird & Co. in Hopkinsville, KY. He holds the Series 66 designation and has been with Baird since 2025. Prior to joining Baird, he worked at Dreamfield Lending, where he was owner of a mortgage broker company, and held positions at United Southern Bank and BB&T. Outside of his advisory role, he is involved in several non-investment-related business activities including ownership and partnership in multiple residential and commercial rental property LLCs. 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. The group provides customized consulting and portfolio management services, utilizing a variety of in-house and third-party managers and offering both traditional and non-traditional investment strategies.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Keila Scott is a financial advisor with Robert Baird & Co., holding a Series 66 designation and seven years of industry experience. She previously worked at Hilliard Lyons and Heritage Bank. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research, manager selection, and advanced strategies such as overlay management and tax management.

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

Series 63

Hopkinsville, KY

Robert Baird & Co.

Philip Faulkner is a financial advisor at Robert Baird & Co. in Hopkinsville, KY, with 42 years of industry experience. He has been with Robert Baird since 2019 and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of finance, Faulkner owns a taxidermy business. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and employs a combination of internal research, manager selection, and strategic partnerships to support its advisory offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Abigail L

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Abigail Landrum is a financial advisor with Robert Baird & Co. in Hopkinsville, KY, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include work at Hilliard Lyons, CCBOE, and Grupo. Outside of finance, she serves as a bookkeeper for the Spirits Society of Hopkinsville and the Horseshoe Restaurant. Robert Baird & Co. is a large institution with extensive advisory services through its Private Wealth Management department, including financial planning, portfolio management, and specialized managed account programs. The firm combines manager‑traded and model‑traded SMA strategies, tax management, and research tools, serving individuals, corporate clients, pensions, and charitable organizations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Sue B

Series 63

Hopkinsville, KY

Robert Baird & Co.

Sue Badgett is a financial advisor at Robert Baird & Co. with 57 years of industry experience. She holds the Series 63 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 54 years before joining Robert Baird in 2019. Outside of her advisory role, she is involved with SBS Enterprises, a corporation that functions as a conduit for Badgett Investment Associates LP, where she serves as president and general partner. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing distinct strategic partnerships and a mix of manager‑traded and model‑traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Chase T

Series 66

Hopkinsville, KY

Robert Baird & Co.

Chase Thomas is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Money Concepts Capital Corp and Heritage Bank. Outside of his advisory role, he is a board member and treasurer for the Pennyrile Children’s Advocacy Center and directs an annual off-road motorcycle event through Thomas Brothers Promotions, LLC. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and other institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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