William R Evans
Investment adviser representative at Robert W. Baird & Co. Incorporated
16 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
16 years in the industry.
- Robert W. Baird & Co. IncorporatedApr 2026 to now
- BairdJul 2024 to now
- Jimmy JohnsOct 2023 to Dec 2023
- Uw-milwaukeeSep 2023 to May 2024
- Retail Space SolutionsMay 2023 to Aug 2023
- Uw-milwaukeeJan 2023 to May 2023
- Kohler Power SystemsJan 2022 to Dec 2022
- Steve's Pizza PalaceMay 2021 to Dec 2021
- Ashley Furniture HomestoreSep 2020 to Jun 2021
- UnemployedJan 2020 to Aug 2020
- Bunzel's Meat MarketJun 2017 to Jan 2020
- UnemployedNov 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 7954208
- Firm CRD
- 8158