Grant K Rohleder
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.
- Robert W. Baird & Co. IncorporatedSep 2022 to now
- Baird Trust LLCJul 2022 to now
- Castle Capital LLCJun 2020 to now
- Castle Investment Group LLCJun 2020 to now
- Mcm Cpas and Advisors LLPJul 2019 to Jul 2022
- Western Kentucky UniversityJul 2018 to May 2019
- Mcm Cpas and Advisors LLPMay 2017 to Aug 2017
- Western Kentucky UniversitySep 2016 to May 2018
- EducationJul 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7593444
- Firm CRD
- 8158