Lucas Adam Schneider
Investment adviser representative at Robert W. Baird & Co. Incorporated
13 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
13 years in the industry.
- Robert W. Baird & Co. IncorporatedJun 2024 to now
- BairdJun 2024 to now
- TIAAAug 2017 to Jun 2024
- TIAA-CREF Individual & Institutional Services, LLCAug 2017 to Jun 2024
- Strategic Advisers, Inc.Mar 2015 to Aug 2017
- Fidelity Brokerage Services, LLCOct 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6267755
- Firm CRD
- 8158