This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ROBERT W. BAIRD & CO. INCORPORATED

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 23, 2025

First registration

Mar 27, 2024

Dual registered

yes, broker-dealer

Other names

Jacob Richard Hoheisel|Jake Richard Hoheisel

IAPD individual key

7863279

• Occurred

  Aug 29, 2025
  Advisor changed firm

  Jacob R Hoheisel left Pya Waltman Capital, Llc for Robert W. Baird & Co. Incorporated (registered 2025-12-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ce370df-c729-1587-316e-58305fb056a1

First observed

Mar 27, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.