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Stephen J Johnson

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. IncorporatedJul 2023 to now
  2. UnemployedJun 2023 to Jul 2023
  3. Robert W. Baird & Co.Sep 2022 to Jun 2023
  4. Robert W. Baird & Co.Jun 2022 to Aug 2022
  5. Full Time StudentSep 2021 to Jun 2022
  6. KpmgJun 2021 to Aug 2021
  7. Full Time StudentSep 2020 to Jun 2021
  8. UnemployedJun 2020 to Sep 2020
  9. Full Time StudentSep 2019 to Jun 2020
  10. UnemployedJun 2019 to Sep 2019
  11. Full Time StudentAug 2018 to Jun 2019
  12. Bald Eagle Sports CampJun 2018 to Aug 2018
  13. Full Time StudentAug 2017 to Jun 2018
  14. Bald Eagle Sports CampJun 2017 to Aug 2017
  15. Full Time StudentAug 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7578665
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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