St. Joseph, MI Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,633

Across 300 offices

Clients per advisor

90 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

2900 South State Street St.

St. Joseph MI 49085

Advisors at this office

5

Advisors at this office

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Richard S

Series 63, Series 65

St. Joseph, MI

Robert Baird & Co.

Richard Sanders is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Michael W

Series 63, Series 66

St. Joseph, MI

Robert Baird & Co.

Michael Wyble is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard W.L. Lyons and Raymond James Financial Services. Outside of his advisory work, he is a morning radio co-host on WSJM. 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 a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Daniel N

Series 65, Series 63

St. Joseph, MI

Robert Baird & Co.

Daniel Norton is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard WL Lyons LLC and Regal Investment Advisors LLC. Norton also serves as Vice President of Business Networking International, overseeing new membership enrollment and related committee activities. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a mix of manager-traded and model-traded strategies, internal research, and tools to support client advice, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Alan M

Series 63, Series 66

St. Joseph, MI

Robert Baird & Co.

Alan Mckee Jr. is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. He 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Alison F

Series 66

St. Joseph, MI

Robert Baird & Co.

Alison Frederick is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2020. Prior to joining Baird, she was self-employed for three years and held positions at Bob Evans Farms and other roles. She also serves as plan administrator for an LLC's 401(k) plan. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, 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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