Joshua A Allbritten
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedJul 2026 to now
- R.W. BairdAug 2024 to now
- Chick-fil-aMay 2024 to Aug 2024
- UnemployedMar 2024 to May 2024
- Rudolph FarmsSep 2022 to Mar 2024
- Chick-fil-aMay 2019 to Sep 2022
- Kohl'sMar 2017 to May 2019
- Flamingo RowMar 2016 to Mar 2017
- Full-time EducationAug 2014 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser 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
- 7974572
- Firm CRD
- 8158