Princeton, IN Office

Team
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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

707 Vail Street

Princeton IN 47670

Advisors at this office

5

Advisors at this office

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David O

Series 63

Princeton, IN

Robert Baird & Co.

David Oldham is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding a Series 63 designation and over 32 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Baird in 2019. Outside of his advisory role, he is involved in managing family farming operations and agricultural businesses. The DDK Group at Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering services including financial planning, portfolio management, and custody. The firm utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

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

Series 63, Series 65, Series 66

Princeton, IN

Robert Baird & Co.

John Smith is a financial advisor with Robert Baird & Co. in Princeton, IN, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. Prior to joining Robert Baird in 2019, he worked at JJB Hilliard W.L. Lyons LLC and Edward Jones. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, internal research tools including artificial intelligence, and provides municipal advisory services alongside strategic partnerships and affiliations.

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

CFP®, Series 66

Princeton, IN

Robert Baird & Co.

Jacinda Hughen is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding CFP® and Series 66 credentials and having 10 years of industry experience. She previously worked at Hilliard Lyons from 2016 to 2019. Outside of her advisory role, she is president of The Glittered Pig, a small business focused on bookkeeping and apparel production. She is part of The DDK Group at Robert Baird & Co., which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and advanced tools.

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

Series 63, Series 65

Princeton, IN

Robert Baird & Co.

Erin Smith is a financial advisor at Robert W. Baird & Co. with seven years of industry experience, holding Series 63 and Series 65 licenses. Prior to joining Baird, Erin worked at Hilliard Lyons and Jason Spindler Law. Outside of her advisory role, she serves as a record keeper and director for Owensville Community Planners Inc. and assists with bookkeeping and client invoicing at Absolute Custom Machine LLC, a family-owned custom parts machining business. Erin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Catherine W

Series 63, Series 65

Princeton, IN

Robert Baird & Co.

Catherine White is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for over two decades before joining Robert Baird in 2019. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, and institutional clients. The firm offers a range of financial planning and investment services, utilizing a combination of discretionary and non-discretionary portfolio management strategies supported by home-office research and advanced tools including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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