Owen M Valasek
Investment adviser representative at Robert W. Baird & Co. Incorporated
23 yearsExperience
2 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Owen M Valasek? Claim your profile
Contact this firm
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
23 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2024 to now
- BairdOct 2024 to now
- Pennsylvania Department of TransportationMay 2024 to Aug 2024
- Hapanowicz & Associates Wealth ManagementMay 2023 to Aug 2023
- Treloar & HeiselMay 2022 to Aug 2022
- Pennsylvania Department of TransportationJun 2021 to Aug 2021
- Pennsylvania State UniversityAug 2020 to May 2024
- The Belmont ComplexJun 2019 to Aug 2020
- Richard G. Snyder YmcaJul 2017 to Jun 2021
- UnemployedNov 2001 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7743751
- Firm CRD
- 8158