Susan Kathryn White
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. IncorporatedAug 2025 to now
- BairdAug 2025 to now
- Lincoln InvestmentJun 2025 to Jul 2025
- UnemployedDec 2024 to May 2025
- Midwest Climate SolutionsJun 2024 to Nov 2024
- Unionville-chaddsford School DistrictSep 2020 to Aug 2021
- Lincoln InvestmentMar 2020 to May 2024
- Abogados Law FirmOct 2018 to Dec 2018
- Tredyffrin-easttown School DistrictAug 2018 to Aug 2020
- UnemployedJul 2018 to Jul 2018
- Rose Tree Media School DistrictJan 2018 to Jun 2018
- CcresOct 2017 to Jan 2018
- Coatesville Area School DistrictAug 2017 to Sep 2017
- Sunny Hill ProductsJun 2017 to Aug 2017
- West Chester Area School DistrictAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7295208
- Firm CRD
- 8158