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Darek J Nelson

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. IncorporatedJun 2026 to now
  2. Robert W. BairdJan 2026 to now
  3. Greendale High SchoolAug 2022 to Jan 2026
  4. Hudson High SchoolAug 2020 to Jun 2022
  5. Scheels All SportsMay 2018 to Aug 2020
  6. University Area HousingJun 2017 to Apr 2018
  7. University of Wisconsin - Eau ClaireSep 2016 to May 2020

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
8214609
Firm CRD
8158
Advisor's SEC record (opens in a new tab)
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