DFX Intelligence
Advisors
Advisors registered through Robert W. Baird & Co. IncorporatedAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
2,619 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Bruce Michael Yoshida dual registrant | Robert W. Baird & Co. Incorporated mixed wealth | Roseville, Ca | Apr 14, 2009 | 40 y | 1 | 3 |
| Brooklyn Dea Young dual registrant | Robert W. Baird & Co. Incorporated mixed wealth | Wichita, Ks | Jun 11, 2015 | 21 y | 3 | 2 |
| Lori Ann Young dual registrant | Robert W. Baird & Co. Incorporated mixed wealth | Gallipolis, Oh | Oct 18, 2019 | 20 y | 1 | 1 |
| M••• R••• Z••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Clearwater Beach, Fl | Nov 28, 2006 | 30 y | 0 | 2 |
| M•••••••• E• Z•••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Coon Rapids, Mn | May 20, 2024 | 14 y | 1 | 3 |
| S••••• B••• Z•••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Scottsdale, Az | Mar 11, 2016 | 29 y | 0 | 4 |
| D•••••• M••••••• Z••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Edina, Mn | Oct 17, 2016 | 10 y | 0 | 3 |
| A••••• M• Z••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Grass Valley, Ca | Jan 23, 2024 | 13 y | 0 | 1 |
| M•••••• F•••• Z••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Roseville, Ca | Mar 27, 2023 | 20 y | 2 | 2 |
| B••••••• L•• Z•••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Milwaukee, Wi | Oct 31, 2022 | 13 y | 0 | 1 |
| J••• J••••• Z•••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Waukesha, Wi | Nov 19, 2014 | 13 y | 0 | 1 |
| B••••••• T• Z••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Menomonee Falls, Wi | Dec 17, 2008 | 19 y | 0 | 1 |
| L•• S••••• Z•••••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Harbert, Mi | Sep 6, 1990 | 42 y | 0 | 4 |
| R•••••• T••••• Z••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Towson, Md | Feb 17, 2009 | 45 y | 2 | 2 |
| A•••• F•••• Z•••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Bloomington, In | Oct 18, 2019 | 22 y | 1 | 1 |
| S•••• S••••• Z••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Waukesha, Wi | Jun 1, 2004 | 27 y | 1 | 3 |
| M•••••• R• Z•••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Fox Valley, Wi | Mar 4, 2026 | 11 y | 0 | 1 |
| J•••• R•••••• Z•••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Fox Valley, Wi | Jun 12, 2002 | 26 y | 0 | 3 |
| L•••• R••••• Z•••••• dual registrant | R••••• W• B•••• • C•• I••••••••• mixed wealth | Milwaukee, Wi | Sep 9, 2015 | 30 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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