Joel Carlton Berg
Investment adviser representative at Robert W. Baird & Co. Incorporated
16 yearsExperience
2 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
16 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2023 to now
- Rw BairdOct 2023 to now
- Carter Advisory ServicesMar 2015 to Oct 2023
- Raymond James Financial Services Advisors, IncSep 2010 to Oct 2023
- Raymond James Financial Services, IncSep 2010 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 5759994
- Firm CRD
- 8158