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Janet L Howard

Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Robert W. Baird & Co. IncorporatedMay 2024 to now
  2. Rw BairdMay 2024 to now
  3. Cassaday and CompanyMay 2023 to May 2024
  4. The Burney CompanyOct 2020 to May 2023
  5. Ef Legacy Securities, LLCSep 2017 to Sep 2020
  6. Blisk Financial GroupNov 2015 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
4744817
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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