Jacklyn Brooke Cassady
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$394.1BFirm assets
Are you Jacklyn Brooke Cassady? Claim your profile
Contact this firm
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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedAug 2022 to now
- Texas Tech UniversityAug 2020 to now
- Origin FinancialJun 2021 to Jul 2021
- Your Money Line Powered By Pete the Planner�Mar 2020 to Jan 2021
- Avant-garde Wealth, LLCFeb 2020 to Jul 2022
- Western Kentucky UniversityJan 2020 to May 2020
- Levine Group, LLCMay 2016 to Feb 2020
- Texas Tech UniversityJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
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
- 6522150
- Firm CRD
- 8158