Sheboygan, WI Kohler Memorial Drive Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

Across 299 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

2048 Kohler Memorial Drive

Sheboygan WI 53081

Advisors at this office

9

Advisors at this office

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Tina S

Series 63, Series 65

Sheboygan, WI

Robert Baird & Co.

Tina Schlichting is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She has been with Robert Baird since 1997 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is involved as an owner and landlord of a rental property in Florida. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Roderick P

Series 63, Series 66

Sheboygan, WI

Robert Baird & Co.

Roderick Place is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, he coaches at the Milwaukee Tight End Camp and serves as a board member for Superior Masonry. He 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 wide range of services including financial planning, portfolio management, and municipal advisory, utilizing both internal research and strategic partnerships in its advisory approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jeffrey K

Series 66

Sheboygan, WI

Robert Baird & Co.

Jeffrey Krummel is a financial advisor with Robert W. Baird & Co. in Grafton, Wisconsin, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he serves as treasurer for the Grafton Athletic Booster Club, a local nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using 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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Jennifer L

Series 66

Sheboygan, WI

Robert Baird & Co.

Jennifer Le Clair Bemis is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves on the Board of Directors and acts as Secretary for the Stefanie H Weill Center in Sheboygan, WI. She 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, employing a range of traditional and non-traditional investment strategies.

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

Series 63, Series 66

Sheboygan, WI

Robert Baird & Co.

Alan Redell is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Randal B

Series 66

Sheboygan, WI

Robert Baird & Co.

Randal Brotherhood is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has been with Baird since 2018 and previously worked for Molecular Biology Resources for eleven years. Brotherhood was formerly the owner of SocialNova, LLC, a now inactive business that provided online marketing and website maintenance services. He is part of the DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and municipal advisory services, supported by internal research, technology, and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jennifer B

Series 63, Series 65

Sheboygan, WI

Robert Baird & Co.

Jennifer Buttram is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Baird in 2023, she was affiliated with Clear Track Financial Advisors and Raymond James Financial Services for nine years. She has also provided administrative support at Clear Track Financial Advisors. Jennifer 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 using a range of strategies, including discretionary management, separately managed accounts, and both traditional and non-traditional investment approaches.

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

Series 63

Sheboygan, WI

Robert Baird & Co.

Cory Davis is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he serves as a principal and member of Jim Weimer Rod Garage and JWRG Holdings in Belgium, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a variety of traditional and non-traditional investment strategies.

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

Series 66

Sheboygan, WI

Robert Baird & Co.

Grace Satori is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding a Series 66 credential and with one year of industry experience. Prior to joining Baird in 2023, she worked at Treehouse Foods and Shipbuilders Credit Union while completing her studies. Outside of her advisory role, she serves as an athletic coach for the Lakeshore Storm Volleyball Club. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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