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Ian D Albin

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.

  1. Robert W. Baird & Co. IncorporatedApr 2026 to now
  2. Robert W. BairdJan 2026 to now
  3. Robert W. BairdJun 2025 to Dec 2025
  4. Kilroys Sports BarSep 2023 to May 2025
  5. Gold Casters Jewelery StoreSep 2023 to Jun 2024
  6. Rolling Hills Country ClubJul 2019 to Aug 2023
  7. Showplace Family EntertainmentOct 2018 to Jun 2019
  8. Reitz Memorial High SchoolJan 2016 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State 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
8103393
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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