Amanda Goelz
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
3 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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedNov 2023 to now
- Robert W BairdMar 2022 to now
- Tuckaway Country ClubJun 2020 to Jul 2022
- UmbDec 2019 to Mar 2022
- Preferred Carrier LogisticsOct 2017 to Dec 2019
- Root River CenterMar 2015 to Mar 2020
- Airoldi BrothersOct 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, 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
- 7532182
- Firm CRD
- 8158