Wade Allen Stafford
Investment adviser representative at Robert W. Baird & Co. Incorporated
19 yearsExperience
2 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
19 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2026 to now
- Northwestern Mutual Investment Services LLCJul 2024 to Sep 2026
- Mbo PartnersApr 2024 to Sep 2026
- Northwestern Mutual Life Insurance CompanyApr 2024 to Sep 2026
- Charles Schwab & Co., Inc.Apr 2020 to Apr 2024
- Charles Schwab Bank, SsbApr 2020 to Apr 2024
- TD Ameritrade, Inc.Dec 2017 to Mar 2020
- Fidelity InvestmentsOct 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5455287
- Firm CRD
- 8158