Steven Jay Hudgins
Investment adviser representative at Robert W. Baird & Co. Incorporated
16 yearsExperience
2 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Steven Jay Hudgins? Claim your profile
Contact this firm
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
16 years in the industry.
- Robert W. Baird & Co. IncorporatedSep 2026 to now
- Stifel Nicolaus & Co IncJun 2021 to Sep 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2021
- Wells Fargo Advisors LLCSep 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2430470
- Firm CRD
- 8158