Julia M Stelloh
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
4 statesRegistered in
PFSDesignation
$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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedJan 2022 to now
- BairdJul 2021 to now
- Julia Stelloh Cpa, PcOct 2020 to Jun 2021
- Stelloh Consulting Group PcOct 2018 to Sep 2020
- Clark & Stelloh Cpas, PcSep 2014 to Sep 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, NE, TX).
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
- 7418352
- Firm CRD
- 8158