St Paul, MN 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

30 E 7th Street, Suite 2450

St Paul MN 55101

Advisors at this office

5

Advisors at this office

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Anders S

CFP®, Series 63, Series 66

St Paul, MN

Robert Baird & Co.

Anders Sandberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He previously worked at Ameriprise Financial Services Inc. for five years. Outside of his advisory role, Sandberg owns a small construction business and serves as an investment committee member for the Chanhassen Lions Club Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and custody services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.

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

Series 63

St Paul, MN

Robert Baird & Co.

Lynn Kittelson is a financial advisor with Robert W. Baird & Co. in St. Francis, MN, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Harrison G

Series 66

St Paul, MN

Robert Baird & Co.

Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.

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

Series 63, Series 65

St Paul, MN

Robert Baird & Co.

Molly Sproull is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She worked at RBC Capital Markets Corporation for 10 years before joining Robert W. Baird in 2018. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, supported by both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Magdalena Z

Series 66

St Paul, MN

Robert Baird & Co.

Magdalena Zborowski is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following four years at Bank of America, N.A. She is also an owner of rental properties in Minneapolis and Poland. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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