Maisy J Lyne
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. IncorporatedAug 2024 to now
- Oldham Co. Schools - Oldham County Middle SchoolAug 2023 to Jun 2024
- Sun ResidentialJun 2023 to Jul 2023
- Flanagan's Ale HouseApr 2022 to Jan 2023
- Oldham Co. Schools - South Oldham High SchoolAug 2021 to Jun 2023
- N/aAug 2020 to May 2021
- University of Louisville Campus HousingAug 2019 to May 2021
- N/aAug 2019 to May 2020
- Kiis Study AbroadJun 2019 to Jun 2019
- N/aAug 2018 to May 2019
- N/aAug 2017 to May 2018
- Kohl'sNov 2016 to Dec 2017
- N/aAug 2016 to May 2017
- Wendy'sAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7971611
- Firm CRD
- 8158