Jacob A Hansen
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
2 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2024 to now
- Robert W. BairdJun 2022 to now
- Doubletree By HiltonJan 2022 to May 2022
- University of Madison - WisconsinAug 2021 to Jan 2022
- Robert W. BairdJun 2021 to Aug 2021
- University of Madison - WisconsinAug 2020 to Jun 2021
- AmazonJul 2020 to Aug 2020
- University of Madison - WisconsinSep 2019 to Jul 2020
- Milwaukee County ParksJun 2019 to Sep 2019
- University of Madison - WisconsinAug 2018 to Jun 2019
- Tri City National BankSep 2017 to Aug 2018
- UnemployedSep 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7121175
- Firm CRD
- 8158