Sioux Falls, SD 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
4930 S. Western Ave, Suite 400
Sioux Falls SD 57108
Advisors at this office
3
Advisors at this office
Angela W
Series 66
Sioux Falls, SD
Robert Baird & Co.
Angela White is a financial advisor with Robert Baird & Co. She holds a Series 66 designation and has worked in the industry since 2021, including prior experience at Edward Jones and Monat Global. Before entering the financial services field, she was employed by the Okoboji School District for six years. 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 services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by manager selection, internal research, and tools such as artificial intelligence.
Kimberly E
Series 63, Series 65
Sioux Falls, SD
Robert Baird & Co.
Kimberly Erkonen is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she has ownership in a commercial property management business. Kimberly is registered with Series 63 and Series 65 designations. She is part of The DDK Group at Robert W. Baird, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.
William P
Series 63, Series 66
Sioux Falls, SD
Robert Baird & Co.
William Perry is a financial advisor with Robert Baird & Co. in Sioux Falls, SD, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Robert Baird & Co. since 2011. Outside of his advisory role, Perry is a member of the Sioux Falls Downtown Lions Club and serves on its finance committee. 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 with tailored financial planning and portfolio management services. The firm offers a range of investment strategies and specialized municipal advisory and public finance services.
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