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Bailey Elizabeth Adkins

Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered 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.

  1. Robert W. Baird & Co. IncorporatedNov 2021 to now
  2. BairdJan 2020 to now
  3. UnemployedOct 2019 to Jan 2020
  4. Camp Olson YmcaMay 2019 to Sep 2019
  5. Peaceful Valley Montessori AcademySep 2018 to May 2019
  6. Camp Olson YmcaMay 2018 to Sep 2018
  7. Camp Olson YmcaMay 2017 to Sep 2017
  8. University of MinnesotaSep 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
7215630
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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