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Michael L Mindes

Investment adviser representative at Robert W. Baird & Co. Incorporated
5 yearsExperience
4 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

5 years in the industry.

  1. Robert W. Baird & Co. IncorporatedOct 2021 to now
  2. R.W. Baird & Co, IncJul 2021 to now
  3. UnemployedFeb 2021 to Jul 2021
  4. AmazonSep 2020 to Oct 2020
  5. Tasty Minstrel GamesJan 2016 to Jan 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 4 states (AZ, FL, 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
2680509
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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