Leawood, KS 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 299 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

4000 West 114th St., Suite 150

Leawood KS 66211

Advisors at this office

7

Advisors at this office

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Kathleen L

Series 63, Series 66

Leawood, KS

Robert Baird & Co.

Kathleen Leith is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. She has been with Robert W. Baird & Co. Inc since 2008. She 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 offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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

Series 66

Leawood, KS

Robert Baird & Co.

Mathew Basham is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Preferred Family Healthcare. He serves as a board member and trustee for The Goss Revocable Qualified Spousal Trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional strategies.

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

Series 63, Series 65

Leawood, KS

Robert Baird & Co.

John Ye is a financial advisor with Robert Baird & Co. in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

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

Series 63, Series 66

Leawood, KS

Robert Baird & Co.

Sharon Hirschler is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following a 23-year tenure at George K. Baum & Company. She is part of The DDK Group within Robert W. Baird’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, discretionary and non-discretionary portfolio management, and utilizes internal research and technology such as artificial intelligence in delivering advice.

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

Series 63, Series 66

Leawood, KS

Robert Baird & Co.

Michael Henning is a financial advisor with Robert W. Baird & Co. in Leawood, KS, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2014. Henning serves as a board member on the Finance Council of the Archdiocese of Kansas City in Kansas. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of portfolio and consulting 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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Matt T

CFP®, Series 63, Series 65

Leawood, KS

Robert Baird & Co.

Matt Tucker is a CFP® with 31 years of experience in the financial services industry. He has worked at Robert W. Baird & Co. since 2024 and previously spent 26 years with UBS Financial Services as well as three years with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Matt is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing internal research, model-traded strategies, and tax-management techniques.

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

Series 66

Leawood, KS

Robert Baird & Co.

Christopher Cusack is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2015, with additional experience at several law firms including Hinkle Shanor LLP and LOGS Legal Group LLP. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of 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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