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Quinn J O'connor

Investment adviser representative at Robert W. Baird & Co. Incorporated
13 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

13 years in the industry.

  1. Robert W. Baird & Co. IncorporatedMay 2025 to now
  2. Robert W. BairdJan 2025 to now
  3. Clinical Research IoSep 2023 to Dec 2024
  4. Vial Health TechnologiesJul 2022 to Sep 2023
  5. Sitka GearOct 2021 to Jul 2022
  6. United States Forest ServiceMay 2021 to Oct 2021
  7. Coffee Cattle CompanyDec 2020 to Dec 2020
  8. United States Forest ServiceApr 2020 to Oct 2020
  9. Coffee Cattle CompanyMar 2020 to May 2020
  10. Liberty Fence and DeckMay 2019 to Mar 2020
  11. Choice Cuts Tree ServiceJun 2018 to Dec 2019
  12. Montana State UniversityJan 2018 to May 2021
  13. University of St. ThomasAug 2017 to Dec 2017
  14. Milwaukee Country ClubMay 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8028526
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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