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Gunner P Gonzalez

Investment adviser representative at Robert W. Baird & Co. Incorporated
14 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

14 years in the industry.

  1. Robert W. Baird & Co. IncorporatedApr 2022 to now
  2. Kwik Trip Inc.Feb 2021 to Mar 2022
  3. Starbucks Coffee CoJul 2017 to Feb 2021
  4. StudentApr 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7533519
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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