David J Ellifson
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedNov 2024 to now
- Robert W BairdMar 2023 to now
- Assurant Inc.Jan 2022 to Mar 2023
- Gordon BrothersJul 2020 to Jan 2022
- Milwaukee School of EngineeringAug 2019 to Jun 2020
- Veolia WaterJun 2019 to Aug 2019
- Milwaukee School of EngineeringAug 2018 to Jun 2019
- Veolia WaterJun 2018 to Aug 2018
- Milwaukee School of EngineeringJan 2017 to Jun 2018
- St. Cloud State UniversityAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7709881
- Firm CRD
- 8158