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Emma Lucille Hofman

Investment adviser representative at Robert W. Baird & Co. Incorporated
12 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

12 years in the industry.

  1. Robert W. Baird & Co. IncorporatedSep 2024 to now
  2. BairdJun 2021 to now
  3. Americas RestaurantMay 2020 to Jul 2021
  4. The Ohio State UniversityAug 2019 to Aug 2023
  5. Arrowhead High SchoolSep 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7388672
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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