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Matthew Lawrence Darpel

Investment adviser representative at Robert W. Baird & Co. Incorporated
26 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business

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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

26 years in the industry.

  1. Robert W. Baird & Co. IncorporatedAug 2026 to now
  2. Independent Advisor Alliance, LLCDec 2018 to Aug 2026
  3. LPL Financial, LLCOct 2013 to Aug 2026
  4. Independent Financial PartnersOct 2013 to Dec 2018
  5. Matthew L. Darpel P.S.C.Jun 2000 to Aug 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 3 states (FL, KY, 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
4458588
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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