Joshua Benjamin Oser
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.
- Robert W. Baird & Co. IncorporatedJun 2024 to now
- Data AnnotationNov 2023 to now
- ProlificSep 2023 to now
- Prodege, LLCSep 2023 to Apr 2024
- Raymond James Financial Services Advisors, Inc.Jul 2023 to May 2024
- Raymond James Financial Services, Inc.Jul 2023 to May 2024
- Bank of America, N.A.Nov 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Jul 2023
- Bank of America / Merrill LynchJun 2021 to Aug 2021
- University of South CarolinaAug 2018 to May 2022
- Teaching Strategies, LLCSep 2017 to Jun 2022
- Scott Oser AssociatesMar 2015 to May 2018
- Need Another YouSep 2014 to May 2018
- Thomas S Wootton High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7390356
- Firm CRD
- 8158