Joseph C Voight
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedMar 2022 to now
- Robert W. BairdMar 2022 to now
- More Than Money Investment Group LLCAug 2021 to Mar 2022
- Connect Search LLCOct 2020 to Dec 2020
- Ziegler WineryJun 2020 to Mar 2022
- NoneJan 2020 to Jun 2020
- Jackson Kahl InsuranceJun 2019 to Aug 2019
- S.A.S. MerchandisingJan 2017 to Dec 2018
- University of Wisconsin - La CrosseSep 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7413873
- Firm CRD
- 8158