Oakbrook Terrace, IL Office
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Robert Baird & Co.
Institution
Firm-wide stats for Robert Baird & Co.
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.
Location
Two Mid America Plaza, Suite 904
Oakbrook Terrace IL 60181
Advisors at this office
3
Advisors at this office
George T
Series 66
Oakbrook Terrace, IL
Robert Baird & Co.
George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.
Thomas F
CFP®, Series 66
Oakbrook Terrace, IL
Robert Baird & Co.
Thomas Fleischmann is a CFP® professional with three years of industry experience currently serving at Robert W. Baird & Co. Incorporated. His prior roles include positions at Client First Tax & Wealth Advisors and various other organizations. He is also involved with Chicagoans for Nebraska as Treasurer and serves on its Investment Committee. He works within The DDK Group, a team at Robert W. Baird & Co. that provides wealth management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations, utilizing a range of portfolio management strategies and advisory services.
Aimee M
CFP®, Series 66
Oakbrook Terrace, IL
Robert Baird & Co.
Aimee Morrin is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2022. Prior to joining Baird, she spent 19 years at Wayne Hummer Investments. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.
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