Onalaska, WI National Drive 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
2800 National Drive Suite 101
Onalaska WI 54650
Advisors at this office
6
Advisors at this office
Tyler A
Verified by Warmer
CFP®, Series 65, Series 7, Series 63
Onalaska, WI
Robert Baird & Co.
Tyler Adams is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, Adams serves as a referee for the Wisconsin Interscholastic Athletic Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using both in-house and third-party managers across traditional and non-traditional investment strategies.
Geoffrey K
Series 63
Onalaska, WI
Robert Baird & Co.
Geoffrey Klos is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He has been with Robert Baird since 1993. Outside of his advisory role, he serves as a director on the board of Union State Bank of West Salem and holds a board position at McLean Ltd., a family real estate holding company. 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, and institutional entities. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Lisa N
Series 66
Onalaska, WI
Robert Baird & Co.
Lisa Newman is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She has been with Robert W. Baird since 1999 and holds the Series 66 designation. 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 institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies from traditional to complex allocations.
Megan P
Series 66
Onalaska, WI
Robert Baird & Co.
Megan Preston is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2016. Prior to her advisory role, she worked at the University of Wisconsin-La Crosse. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, with investment strategies supported by internal research and ongoing manager monitoring.
Esley H
Series 63, Series 65
Onalaska, WI
Robert Baird & Co.
Esley Henkes is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Baird in 2020, Henkes worked at Associated Bank and Upper Iowa University. 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 investment management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and ongoing home-office research.
David D
Series 63, Series 65, Series 66
Onalaska, WI
Robert Baird & Co.
David Davies is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Robert W. Baird since 2008. Outside of his advisory role, he owns and manages several non-investment businesses, including an internet marketing company and a video and photography firm. David is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored financial planning, portfolio management, and consulting services. The firm employs a variety of investment strategies and overlays, including traditional and non-traditional allocations, and also provides municipal advisory and public finance services.
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