Recent Recognitions and Winners

Congratulations to our Financial Times 401 Top Retirement Advisors

Congratulations to our Financial Advisors that made this year’s Financial Times 401 Top Retirement Advisors list. By caring for their clients and providing them sound advice, these advisors help their clients achieve their retirement goals. At Baird, we are proud to have Financial Advisors like this at our firm.

  • Tony Backert – Louisville, KY
  • Stephen Ellsworth – Houston, TX

Congratulations to our Forbes Top Wealth Advisors

Congratulations to our Financial Advisors that made this year’s Forbes America’s Top Wealth Advisors. Nominated by their peers and evaluated by SHOOK research, these Financial Advisors demonstrate commitment to their clients and Baird. We are proud of our advisors for achieving this award.

  • Mike Klein – Milwaukee, WI - #43

Congratulations to our Wall Street Top 40 Under 40 Advisors

Congratulations to our Financial Advisors that made this year’s Wall Street Top 40 Under 40 Advisors. These young advisors are among some of the top advisors under the age of 40. We are proud of our Baird associates that are providing the best support for their clients.

Congratulations to our On Wall Street Top Regional BD Advisors Under 40

Congratulations to our Financial Advisors that made this year’s On Wall Street Top Regional BD Advisors Under 40. These advisors were recognized for their talent as young professionals in the industry. We are proud of advisors for their continued commitment to Baird and their clients.

On Wall Street Top Regional BD Advisors Under 40 (# 1 – 20)

On Wall Street Top Regional BD Advisors Under 40 (# 21 – 40)

Congratulations to our Financial Times Top 400

Congratulations to our Financial Advisors that made this year’s Financial Times Top 400. These advisors are recognized as the top financial advisors for the investors that utilize their services. Here at Baird, we are proud of our advisors for providing the best service to their clients.

Congratulations to our Forbes Best-In-State Wealth Advisors

Congratulations to all our Financial Advisors that made this year’s Forbes Best-In-State Wealth Advisors. We value our people and their abilities to provide the best services to their clients. We are proud of our financial advisors and celebrate their success.

  • John Arnold - Denver, CO
  • Richard Ashcroft - Houston, TX
  • Phil Banta - Seattle, WA
  • Don Barry - Wichita, KS
  • Gail Bivens-Rose - Sioux City, IA
  • Bill Boehmler - Dyersburg, IN
  • Mike Boosel - Atlanta, GA
  • Ron Boren - Evansville, IN
  • John Bradley - Dayton, OH
  • Curt Brewer - Waukesha, WI
  • June Brown - Madison, WI
  • Kris Callaway - Indianapolis, IN
  • Chris Calvelli - Milwaukee, WI
  • Al Campbell - Eau Claire, WI
  • Chris Chlupp - West Bend, WI
  • Jack Cohen - Atlanta, GA
  • Tony Consiglio - Waukesha, WI
  • Gray Coulton - Charleston, SC
  • Philip Dallman - Milwaukee, WI
  • Ed DeFrance - Milwaukee, WI
  • Paul Donnelly - Chicago, IL
  • Tom Duffey - Milwaukee, WI
  • Jacob Duffy - Scottsdale, AZ
  • Kent Elliott - Roseville, CA
  • Andrew Epstein - Milwaukee, WI
  • David Epstein - Milwaukee, WI
  • Ron Farley - Eau Claire, WI
  • Patrick Feeney - Shiloh, IL
  • Theresa Flemma - Utica, NY
  • Tim Forster - Eau Claire, WI
  • Dan Foutch - Glasgow, KY
  • John Frisbie - Boulder, CO
  • Mickey Fritz - Northern Kentucky, KY
  • Phil Garrison - Wichita, KS
  • Lori Gervais - North Shore, WI
  • Ned Gillette - Rockford, IL
  • Neil Grant - Dallas, TX
  • Jen Haldemann - Milwaukee, WI
  • Yaz Hassan - Murfreesboro, TN
  • Dan Hawley - North Shore, WI
  • Kim Haws Falasco - Akron, OH
  • Jeff Hedley - Columbus, OH
  • Steve Hoch - Milwaukee, WI
  • James Hodge - Madison, WI
  • Dan Holzrichter - Sioux City, IA
  • Hale Hooper - Nashville, TN
  • Brendan Hosty - Cincinnati, OH
  • Gene Jester - Chapel Hill, NC
  • Tom Kessinger - Lexington, KY
  • Travis King - Dayton, OH
  • Mike Klein - Milwaukee, WI
  • Catina Koenig - Edina, MN
  • Malcolm Liles - Nashville, TN
  • William Liles - Nashville, TN
  • John Lipe - Charlotte, NC
  • Doug Mabie - Chicago, IL
  • Travis McCollum - Charolotte, NC
  • Paul McWane - Lynchburg, VA
  • Sean Miranda - Louisville, KY
  • John Mockovciak - Dallas, TX
  • Brian Nethery - North Shore, WI
  • Tom Olson - Mishawaka, IN
  • Chad Osmanski - Waukesha, WI
  • Dan Palm - Denver, CO
  • Greg Pauly - North Shore, WI
  • Michael Perrini - Columbus, OH
  • Shawn Perry - Bowling Green, KY
  • Mike Petros - Atlanta, GA
  • David Poitras - Sarasota, FL
  • Nancy Popovich - McLean, VA
  • Sarah Power - Seattle, WA
  • Maggie Price - Anchorage, AK
  • Todd Reeg - Scottsdale, AZ
  • Brian Robinson - Denver, CO
  • John Schutz - Evansville, IN
  • Mitch Settle - Owensboro, KY
  • Grant Shearer - Anchorage, AK
  • Rob Shick - Portland, OR
  • Alex Smith - Milwaukee, WI
  • H.B. Smith - Charlotte, NC
  • Mike Smith -- Cincinnati, OH
  • Loren Snyder - Bloomington, IN
  • Greg Sommersberger - North Shore, WI
  • Sarah Springer - Anchorage, AK
  • Will Strong - Seattle, WA
  • Craig Vander Leest - Cedar Rapids, IA
  • Shannon Vitale - Bowling Green, KY
  • Doug Wenzel - Cedar Rapids, IA
  • Rick Wholey - Sarasota, FL
  • Scott Woods - Sarasota, FL
  • Sharon Zeidler - Scottsdale, AZ
  • Lee Zimmerman - Winnetka, IL

Congratulations to our Barron’s Top 1200 Financial Advisors

Congratulations to all our Financial Advisors that made this year’s Barron’s Top 1200 Financial Advisors. We celebrate our advisors recognized for this achievement and are proud of the work they do for their clients.

Congratulations to our Forbes America’s Top Women Wealth Advisors

Congratulations to all our Financial Advisors that made this year’s Forbes America’s Top Women Advisors. We are proud of our advisors who provide outstanding service to their clients. We celebrate our women advisors for all that they do and for their successes.

Congratulations to our Barron’s Top 100 Advisors

Congratulations to our Financial Advisors that made this year’s Barron’s Top Advisors. Being recognized as on of Barron’s 100 top advisors is an incredible achievement. We are proud of our advisors recognized for this award and are grateful for their continued services they provide their clients.

Barron's Top 100 Advisors

  • Mike Klein – Milwaukee, WI

Barron’s Top 100 Private Wealth Management Team

Barron’s Top 100 Institutional Consulting Teams

  • The Private Asset Management Group - Milwaukee

Congratulations to our Forbes Next Gen Advisors

Congratulations to our Financial Advisors that made this year’s Forbes Next Gen Advisors list. These advisors were recognized as being the future of the firm. Here at Baird, we are proud of our Financial advisors and their continued effort to better the future of our firm.