Wichita, KS Office

Team
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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

8535 East 21st Street N, Suite 125

Wichita KS 67206

Advisors at this office

10

Advisors at this office

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Phillip G

Series 66

Wichita, KS

Robert Baird & Co.

Phillip Garrison is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Wichita, KS, where he has worked since 2015. He has 24 years of industry experience. Outside of his advisory role, he coaches at Trinity Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a range of investment strategies and managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brian D

CFP®, Series 66

Wichita, KS

Robert Baird & Co.

Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Janice B

Series 63, Series 66

Wichita, KS

Robert Baird & Co.

Janice Bonine is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jill D

Series 63

Wichita, KS

Robert Baird & Co.

Jill Docking is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as a board member of Docking Bancshares in Arkansas City, Kansas. 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, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, employing a range of traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Donald B

Series 63, Series 66

Wichita, KS

Robert Baird & Co.

Donald Barry is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 licenses and with 45 years of industry experience. He has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kevin M

Series 63, Series 66

Wichita, KS

Robert Baird & Co.

Kevin Mcwhorter is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Robert W. Baird since 2015. Outside of his advisory role, Mcwhorter serves as a board member for Sedgwick County USD #265 Goddard, participates on the Wichita Library Board and Foundation, acts as secretary for the Breezy Lake Homeowners Association, and is treasurer for the Kelly Rogers Gubernatorial Inauguration Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and oversight tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brooklyn Y

Series 66

Wichita, KS

Robert Baird & Co.

Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Chelsey M

Series 66

Wichita, KS

Robert Baird & Co.

Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which 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, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Adam A

Series 66

Wichita, KS

Robert Baird & Co.

Adam Alter is a financial advisor with Robert W. Baird & Co. based in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has worked at R.W. Baird since 2017, following brief roles at Allen, Gibbs, & Houlik, LC and the University of Arkansas. Outside of his advisory work, he serves as the public announcer for home football games at Wichita Collegiate School, his alma mater. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew B

Series 66

Wichita, KS

Robert Baird & Co.

Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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