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Hallie A Lindsey

Investment adviser representative at Robert W. Baird & Co. Incorporated
11 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

11 years in the industry.

  1. Robert W. Baird & Co. IncorporatedSep 2024 to now
  2. UnemployedJul 2024 to Sep 2024
  3. University of KentuckyAug 2023 to May 2024
  4. University of KentuckyAug 2022 to May 2023
  5. University of Kentucky Visitor's CenterAug 2021 to Jul 2024
  6. 440 Main & Micki's On Main Restaurant, Bar & GrilleAug 2021 to Aug 2023
  7. University of KentuckyAug 2021 to May 2022
  8. University of KentuckyAug 2020 to May 2021
  9. Bowling Green High SchoolAug 2019 to May 2020
  10. Franklin-simpson High SchoolAug 2016 to May 2019
  11. UnemployedJan 2015 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
7989662
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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