Sturgeon Bay, WI N. 1st Avenue 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
253 N. 1st Avenue
Sturgeon Bay WI 54235
Advisors at this office
4
Advisors at this office
William K
Series 63, Series 65
Sturgeon Bay, WI
Robert Baird & Co.
William Kletzien is a financial advisor with Robert Baird & Co. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 1983. Kletzien 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of investment strategies from traditional to more complex approaches.
Teresa B
ChFC®, Series 63, Series 66
Sturgeon Bay, WI
Robert Baird & Co.
Teresa Bray is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding the ChFC® designation and Series 63 and 66 licenses. She has 34 years of industry experience and has been with Robert W. Baird & Co. for 20 years. 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 provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.
Eric N
Series 66
Sturgeon Bay, WI
Robert Baird & Co.
Eric Nelson is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. 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 financial planning, portfolio management, and consulting services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.
Craig D
Series 63, Series 65
Sturgeon Bay, WI
Robert Baird & Co.
Craig Darling is a financial advisor with Robert W. Baird & Co. in Sturgeon Bay, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, Darling serves on the finance committee for St. Matthew's Church and School, is a board member and treasurer of the NDA Foundation, and participates on the investment committee for The Premonstratensian Fathers. He is part of the DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management solutions, combining in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.
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