West Des Moines, IA 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
Regency W 5 4500 Westown Pkway, Ste 201
West Des Moines IA 50266
Advisors at this office
3
Advisors at this office
Benjamin K
Series 66
West Des Moines, IA
Robert Baird & Co.
Benjamin Koehler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at MHC Kenworth for nine years. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in client advice.
Michael M
Series 66
West Des Moines, IA
Robert Baird & Co.
Michael Milligan is a financial advisor with Robert Baird & Co. in West Des Moines, IA, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert Baird & Co. since 2013 and previously worked at DMKC Advisory Services, LLC from 2009 to 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and customized separately managed account programs.
Karen E
Series 63
West Des Moines, IA
Robert Baird & Co.
Karen Ellingboe is a Series 63 licensed financial advisor with Robert Baird & Co. in West Des Moines, Iowa. She has 29 years of industry experience and has been with Robert Baird & Co. for 30 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 financial planning, portfolio management, and brokerage services utilizing both manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.
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