Neale Sheffield Foody
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$394.1BFirm assets
Are you Neale Sheffield Foody? 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedJul 2026 to now
- City National BankJun 2022 to Jul 2026
- RBC Capital Markets, LLCJun 2021 to Jul 2026
- Fairview PartnersJan 2021 to May 2021
- JllJun 2019 to Aug 2019
- Westlake AssociatesJan 2018 to Dec 2019
- University of WashingtonSep 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7390292
- Firm CRD
- 8158