Darcy Campbell Ridge
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. IncorporatedJul 2025 to now
- BairdJul 2025 to now
- Rodan and FieldsOct 2014 to now
- Ymca of Greater CharlotteMar 2014 to now
- MML Investors Services, LLCJun 2024 to Jul 2025
- Massmutual Life Insurance CompanyMay 2024 to Jul 2025
- Hornor, Townsend & Kent, LLCMay 2023 to May 2024
- The Penn Mutual Life Insurance CompanyFeb 2023 to May 2024
- Vineyard Wealth LLC d/b/a Vineyard Financial PartnersAug 2021 to May 2024
- Summit Advisory Group, LLCFeb 2021 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7407091
- Firm CRD
- 8158