Jacob Etler
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
3 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
11 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2023 to now
- Rockefeller & Co.Sep 2021 to Mar 2023
- Rockefeller Financial LLCSep 2021 to Mar 2023
- Fifth Third BankJun 2020 to Sep 2021
- Fidelity Brokerage Services, LLCMay 2019 to Jun 2020
- Mutual of OmahaFeb 2019 to Apr 2019
- Hansel ContractingMay 2018 to Aug 2018
- Iatse Local 5May 2016 to Aug 2018
- Georgetown CollegeAug 2015 to May 2019
- Beechwood Independent SchoolsJun 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7121091
- Firm CRD
- 8158