Erica Rennison
Investment adviser representative at Robert W. Baird & Co. Incorporated
19 yearsExperience
2 statesRegistered 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
19 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2025 to now
- Baird Private Wealth ManagementOct 2025 to now
- Willie BeamonsApr 2023 to now
- Apex Financial Group - ThriventFeb 2025 to Oct 2025
- Thrivent FinancialNov 2023 to Oct 2025
- Thrivent Investment Management Inc.Sep 2023 to Oct 2025
- UnemployedFeb 2023 to Apr 2023
- Texas A&m UniversityAug 2019 to Dec 2022
- Alaska's Bearclaw LodgeJun 2018 to Jul 2022
- H-e-b GroceryOct 2017 to Feb 2023
- Robinson IsdAug 2006 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7803078
- Firm CRD
- 8158