Baird Financial Advisors combine their knowledge of the market with their experience and education to provide you with wealth management solutions tailored to your goals. In order to provide financial advice and facilitate account transactions, your Financial Advisor, Wealth Associate or Registered Client Service Associates must pass certain securities qualification exams. States in which our professionals are licensed are listed below.
Steve Barrett, CWA® - AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
Steven Duncan, CWA® - AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
Matthew Duncan - AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
Kate Roberts - IN, LA, MA, OR
