Heather Lynn Reynolds
Investment adviser representative at Robert W. Baird & Co. Incorporated
9 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
9 years in the industry.
- Robert W. Baird & Company IncorporatedMay 2024 to now
- LPL FinancialFeb 2024 to Mar 2024
- Grove Point Advisors LLCMar 2022 to Feb 2024
- Grove Point Investments LLCFeb 2022 to Feb 2024
- Cetera Advisor NetworksNov 2019 to Mar 2022
- Station CapitalNov 2019 to Jan 2020
- Brentwood BankJul 2015 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
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
- 7201425
- Firm CRD
- 8158