Sioux City, IA Office

Christian Holman is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding the Series 63, 65, and 66 credentials and having 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research and utilizes a combination of manager-traded and model-traded strategies.

Jane Hubbard is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she serves as a finance committee member at Salem Lutheran Church in Dakota City, Nebraska. Robert W. Baird & Co.’s DDK Group, where Hubbard works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and a combination of discretionary and non-discretionary strategies.

Zachary Morrison is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience outside the financial sector, including roles at Chick-fil-A and McDonald's. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real-asset exposures.

Thomas Brophy is a Series 66-licensed advisor with Robert W. Baird & Co. in Sioux City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at CT&S Builders and Talon Concrete and Quicksilver Readymix. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of traditional and alternative investment strategies.

Jon Pedersen is a financial advisor with Robert W. Baird & Co. Inc. in Sioux City, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, he is involved with BTGOG LLC, an entity used for rental property management. 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 tailored consulting and portfolio services, utilizing a range of investment strategies and management options, including discretionary and non-discretionary portfolio management and separately managed account programs.

Jay Morrison is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. He 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 provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex non-traditional investments.

Scout Sneller is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, Scout was involved with several local businesses including Foam Fun Rentals and Hawks Coffee Shop, and also worked in education at Sergeant Bluff Luton Schools for nine years. The DDK Group, a team within 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 services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, supported by internal research and advanced tools.

Daniel Holzrichter is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Holzrichter serves as an executive board member and past board chairman of the Siouxland Chamber of Commerce and is a board member of the Ronald McDonald House of Siouxland, where he participates on the investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio services, utilizing a range of investment strategies and management options including discretionary management, SMA programs, and overlay services.

John Den Beste is a financial advisor with Robert W. Baird & Co. in Sioux City, IA, holding a Series 66 designation and five years of industry experience. He has worked at Robert W. Baird since 2020 and was self-employed from 2015 to 2020. Outside of his advisory role, Den Beste serves as a volunteer Reserve Deputy Sheriff with the Woodbury County Sheriff's Office, participating in community outreach and law enforcement patrols. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.