Robert Francis Clark
Investment adviser representative at Robert W. Baird & Co. Incorporated
39 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$394.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Robert W. Baird & Co. IncorporatedJan 2025 to now
- R.W. BairdJan 2025 to now
- Oil Combinations Inc.Sep 1987 to now
- Janney Montgomery Scott LLCApr 2011 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, MA, ME, NC, NJ, RI, TX, UT).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2243479
- Firm CRD
- 8158