Carson Ebert
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Carson Ebert? Claim your profile
Contact this firm
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. IncorporatedMar 2021 to now
- Rw BairdFeb 2021 to now
- Northwestern Mutual Investment Services LLCSep 2020 to Jan 2021
- Northwestern Mutual Life Insurance CompanyAug 2020 to Jan 2021
- StudentSep 2019 to Sep 2020
- Designer BrandsMay 2017 to Sep 2019
- Designer Shoe WarehouseMay 2017 to Sep 2019
- StudentAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, KY, 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
- 7280723
- Firm CRD
- 8158