Louisville, KY West Jefferson St. Office

Team
Updated today
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

500 West Jefferson St.

Louisville KY 40202

Advisors at this office

57

Advisors at this office

user avatar

Robert C

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Robert Crady III is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC for ten years before joining Robert W. Baird in 2019. Crady serves as a finance committee member for the Cabbage Patch Settlement House, assisting with budgeting and meetings with money managers. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension plans, corporations, and charitable organizations. The group offers a range of investment management strategies including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

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

L S

CFP®, Series 63, Series 65

Louisville, KY

Robert Baird & Co.

L Speiden Jr. is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. Prior to joining Baird, he worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2016 to 2019. He participates on the finance committee of KMAC, a nonprofit organization in Louisville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, 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

Sam E

CFA®, Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Sam Ellington is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2020. Prior to joining Baird, he worked at PNC Wealth Management and Hilliard Lyons Trust Company. He serves on the Investment/Finance Committees and acts as Treasurer for the Kentucky Science Center and Volunteers of America Mid-States. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of portfolio management and financial planning services. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing, supported by internal research and portfolio oversight.

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

Angela L

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

Angela Lueke is a financial advisor with Robert Baird & Co. in Georgetown, Indiana, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over two decades with J.J.B. Hilliard, W.L. Lyons, Inc. 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

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

Nicholas T

Series 66

Louisville, KY

Robert Baird & Co.

Nicholas Tompkins is a financial advisor at Robert Baird & Co. in Louisville, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Robert Baird & Co. since 2019, following previous roles at JJB Hilliard Lyons W L Lyons and JJB Hilliard WL Lyons LLC. 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 financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances through a mix of in-house and third-party managers.

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

John C

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

John Craddock is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Robert Baird & Co., having previously worked at Baird Trust, Kentucky Farm Bureau, PNC, and Invesco. John 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 financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

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

William M

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

William Mc Clure is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Cerity Partners, ARGI Investment Services, Indiana University Southeast, and Faurecia. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services, including financial planning, portfolio management, and separately managed accounts, supported by internal research and investment tools.

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

Nicholas R

Series 66

Louisville, KY

Robert Baird & Co.

Nicholas Reisenbichler is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and previously worked at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Robert Baird in 2019. Outside of his advisory work, he is involved in managing a maple syrup farm and serves as treasurer for a church youth group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and investment tools.

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

Andrew M

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

Andrew Means is a CFA® charterholder with 39 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 11 years with Hilliard Lyons Capital Management, LLC. He is also a member of an investment club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, portfolio management, separately managed accounts, and custody and brokerage, utilizing a range of investment strategies and proprietary research tools.

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

William W

Series 63, Series 66

Louisville, KY

Robert Baird & Co.

William West is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Baird Trust Company, Harvey Investment Company, PNC, Vanderbilt University, and J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

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

Leigh S

Series 63, Series 65

Louisville, KY

Robert Baird & Co.

Leigh Staples Ralston is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Ralston worked for 35 years at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of advising, Ralston is involved in a family farming operation in Bedford, KY. Robert Baird & Co. is an institution with over 2,600 advisors and provides a range of financial planning, consulting, and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded separately managed account strategies, tax management, and unified fee arrangements, supported by internal research and strategic partnerships.

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

Colin E

Series 66

Louisville, KY

Robert Baird & Co.

Colin Evans is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Defense Finance & Accounting Service and JJB Hilliard WL Lyons LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

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

James A

CFA®, Series 63

Louisville, KY

Robert Baird & Co.

James Allen is a CFA® charterholder with 45 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent 38 years at J.J.B. Hilliard, W.L. Lyons, Inc. Allen serves on the boards of Bellarmine University, The Filson Historical Society, the Sea Island Beach Club Residences Property Owners Association, and the Speed Art Museum, contributing to their investment or finance committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

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

Bryan S

Series 66

Louisville, KY

Robert Baird & Co.

Bryan Sperry is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 10 years at J.J.B. Hilliard, W.L. Lyons, LLC. 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 provides customized financial planning and portfolio management services, utilizing a range of investment strategies including separately managed accounts and overlay services.

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

Anne B

Series 63, Series 65, Series 66

Louisville, KY

Robert Baird & Co.

Anne Brandon is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63, 65, and 66 designations with 31 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and Morgan Stanley & Co. LLC. She 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, utilizing both manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)