Princeton, IN Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

5

Of 2,616 advisors across 299 offices

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 W. Baird & Co. and holds a Series 63 designation. He has 32 years of industry experience and has worked at Robert W. Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Outside of his advisory work, he manages a family farming business and is involved in agricultural operations and marketing. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies.

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 Evansville, IN, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 16 years at Edward Jones and overlaps tenure at Jjb Hilliard Wl Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group 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.

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 at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1996. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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