Alanna Maria Jacobson
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Alanna Maria Jacobson? 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
11 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2023 to now
- Studio 1:16Aug 2022 to now
- Fellowship School of Creative ArtsAug 2022 to Jun 2023
- Raymond James & Associates, IncJan 2022 to Jun 2022
- Roots AcademySep 2021 to Dec 2022
- Merrill LynchMay 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Apr 2020
- Elevation ChurchMay 2018 to Aug 2018
- Founders SpecialtyAug 2017 to May 2018
- AdeccoMay 2017 to Aug 2017
- Pontoon SolutionsMay 2017 to Aug 2017
- University of FloridaAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7008755
- Firm CRD
- 8158