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Milwaukee, WI East Wisconsin Ave Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,636

Across 298 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

777 East Wisconsin Ave

Milwaukee WI 53202

Advisors at this office

397

Advisors at this office

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Suey W

Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Kylie Sprecher is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, she held various roles at Peggy Borris LLC, Marquette University, Zurn Industries LLC, and other organizations. She also serves as a futsal coach with Wisconsin Futsal Factory. Kylie is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of advisory services, including financial planning, portfolio management, and custody, supported by internal research and a mix of manager-traded and model-traded strategies.

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

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Richard Cudahy Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Cudahy is a board member and secretary of the Partick and Anna M. Cudahy Fund, a charitable foundation, where he participates in grant review and investment committee activities. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment advice and portfolio management using a combination of in-house and third-party managers, including discretionary and non-discretionary services, with options ranging from traditional to complex strategies.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Angela Sell is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive reporting, utilizing both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kaitlin R

Series 66

Milwaukee, WI

Robert Baird & Co.

Kaitlin Rickard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and seven years of experience in the industry. Prior to joining Baird in 2019, she worked at JABJ LLC and WHR Group Inc. Outside of her advisory role, she has worked as a promotional model for MKTG Inc., engaging customers to promote various brands. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, leveraging internal research and a mix of manager-traded and model-traded strategies.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Samantha Sparks is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

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

CFA®, Series 63

Milwaukee, WI

Robert Baird & Co.

John Cremer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, Wisconsin. He has been with Robert W. Baird since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Alyssa D

Series 66

Milwaukee, WI

Robert Baird & Co.

Alyssa Dahms is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Outside of her advisory role, she is an owner of a rental property used both as a vacation home and for short-term rentals. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott G

CFP®, ChFC®, Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Scott Grenier is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Robert W. Baird since 2010. Grenier serves as a board member of the Milwaukee Winter Club. 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, pensions, corporations, and charitable organizations, utilizing a range of investment strategies and management approaches.

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

CFA®, Series 63

Milwaukee, WI

Robert Baird & Co.

Kristin Lindblom is a CFA® charterholder with 28 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she serves as Treasurer and board member of the Tourette Syndrome Association of Wisconsin. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and nonprofit clients through a range of consulting and investment management solutions.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Emma Hofman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience at The Ohio State University and Americas Restaurant. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services using a variety of strategies and overlay tools to meet client goals and risk tolerances.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

Henry Schlenker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, he worked at U.S. Bank Global Fund Services and has experience in both the financial and food service industries. 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 offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

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

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Robert Schultz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Robert W. Baird & Co. since 2021 and previously held positions at CWM, LLC, Red Cedar Capital, Cyprium Partners, and taught at Creighton University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, direct-indexing capabilities, and ongoing manager selection supported by internal research and tools.

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

Series 63

Milwaukee, WI

Robert Baird & Co.

Matthew Coburn is a financial advisor with Robert W. Baird & Co. in Mequon, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Robert W. Baird & Co. since 1997. Robert W. Baird & Co.'s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, discretionary and non-discretionary portfolio management, and brokerage services. The team customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional asset classes.

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

Series 66

Milwaukee, WI

Robert Baird & Co.

William Ticali is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 1997. Outside of finance, he has been involved with Filippo's Italian Restaurant for 30 years and serves as Treasurer for St. John's Lutheran Church in Sullivan, WI. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment solutions combining in-house and third-party managers, offering services from financial planning to discretionary portfolio management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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