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Braden Riehl

Investment adviser representative at Robert W. Baird & Co. Incorporated
23 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

23 years in the industry.

  1. Robert W. Baird & Co. IncorporatedSep 2025 to now
  2. BairdJun 2025 to now
  3. CorientJun 2024 to Aug 2024
  4. Summit Financial StrategiesAug 2023 to Dec 2023
  5. Croghan Colonial BankMay 2023 to Aug 2023
  6. Ohio State UniversityAug 2021 to May 2025
  7. UnemployedAug 2003 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8109066
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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