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Thomas C Kerner

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.

  1. Robert W. Baird & Co. IncorporatedOct 2020 to now
  2. Rw BairdJun 2020 to Jan 2022
  3. Dick's Sporting GoodsMay 2019 to Aug 2019
  4. Erie InsuranceMay 2018 to Aug 2018
  5. Dick's Sporting GoodsMay 2017 to Aug 2017
  6. Penn State UniversityAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7266278
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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