Ryan Matthew Lueck
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.1BFirm assets
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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.
- Robert W. Baird & Co. IncorporatedFeb 2025 to now
- BairdFeb 2025 to now
- Johnson Wealth IncJun 2023 to Feb 2025
- Johnson Wealth IncJun 2022 to May 2023
- Wisconsin Foundation and Alumni AssociationJul 2021 to May 2022
- Kowal Investment GroupJan 2021 to Jun 2021
- EducationSep 2019 to May 2023
- SendiksJun 2016 to Jun 2020
- EducationAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7389271
- Firm CRD
- 8158