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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 14, 2015

First registration

Mar 24, 2021

Dual registered

yes, broker-dealer

Other names

RYAN J LUNDEEN

IAPD individual key

6469458

• Occurred

  Feb 19, 2025
  Advisor changed firm

  Ryan John Lundeen left Ellenbecker Investment Group for Robert W. Baird & Co. Incorporated (registered 2026-06-01)

  Form ADVobserved 6 days ago
• Occurred

  Jan 12, 2023
  Advisor changed firm

  Ryan John Lundeen left Annex Wealth Management, Llc for Ellenbecker Investment Group (registered 2023-05-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88efd9d7-4fb6-6d50-e821-fdd7416cb5e0

First observed

Mar 24, 2021

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.