Colton J Irion
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
2 statesRegistered 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.
- Robert W. Baird & Co. IncorporatedFeb 2026 to now
- Robert W. BairdOct 2025 to now
- UnemployedNov 2024 to Sep 2025
- Clark Schaefer HackettJan 2024 to Nov 2024
- DeloitteMar 2021 to Dec 2023
- Miami UniversityAug 2020 to Dec 2020
- Bdo USA, LLPMay 2020 to Aug 2020
- Miami UniversityAug 2019 to May 2020
- Ventech SolutionsMay 2019 to Aug 2019
- Miami UniversityAug 2018 to May 2019
- E-cycle LLCMay 2018 to Aug 2018
- Miami UniversityAug 2017 to May 2018
- Be Fit CafeMay 2017 to Aug 2017
- Miami UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8173209
- Firm CRD
- 8158