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Incorporated, founded in 1919.  ",[1287],{"type":129,"attrs":1288},{"color":12},{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292],{"text":1293,"type":22,"marks":1294},"Headquartered in Milwaukee, Baird has grown to manage over $290 billion in assets for individual clients, families, businesses, and institutions.  ",[1295],{"type":129,"attrs":1296},{"color":12},{"type":18,"attrs":1298,"content":1299},{"textAlign":34},[1300],{"text":1301,"type":22,"marks":1302},"It is employee-owned, allowing the firm to focus on long-term client relationships without the pressures of public shareholders.  ",[1303],{"type":129,"attrs":1304},{"color":12},{"type":764,"attrs":1306,"content":1307},{"level":766,"textAlign":34},[1308,1313],{"text":1309,"type":22,"marks":1310},"What services does Baird Wealth Management offer?",[1311],{"type":129,"attrs":1312},{"color":12},{"text":771,"type":22,"marks":1314},[1315],{"type":129,"attrs":1316},{"color":775},{"type":18,"attrs":1318,"content":1319},{"textAlign":34},[1320,1325,1327,1336],{"text":1321,"type":22,"marks":1322},"Baird Wealth Management provides an extensive suite of services to support individual clients and institutional investors. ",[1323],{"type":129,"attrs":1324},{"color":12},{"text":1326,"type":22},"Its offerings align with those of other ",{"text":1328,"type":22,"marks":1329},"top wealth management firms",[1330],{"type":31,"attrs":1331},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74,"story":1332},{"name":122,"id":1333,"uuid":127,"slug":1334,"url":1335,"full_slug":1335,"_stopResolving":558},434989643,"top-wealth-management-firms","discover/financial-advice/top-wealth-management-firms",{"text":1337,"type":22},", including investment and portfolio management, financial planning, and charitable giving strategies.",{"type":18,"attrs":1339,"content":1340},{"textAlign":34},[1341,1346,1355],{"text":1342,"type":22,"marks":1343},"These services include investment and portfolio management, offering a range of assets such as mutual funds, ",[1344],{"type":129,"attrs":1345},{"color":12},{"text":1347,"type":22,"marks":1348},"ETFs",[1349,1352,1354],{"type":31,"attrs":1350},{"href":1351,"uuid":34,"anchor":34,"target":820,"linktype":36},"https://www.unbiased.com/discover/investing/what-is-an-etf",{"type":129,"attrs":1353},{"color":12},{"type":822},{"text":1356,"type":22,"marks":1357},", equities, and alternative investments. ",[1358],{"type":129,"attrs":1359},{"color":12},{"type":18,"attrs":1361,"content":1362},{"textAlign":34},[1363],{"text":1364,"type":22,"marks":1365},"Baird also specializes in financial planning, covering areas like retirement, estate, and tax planning, as well as education savings. 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However, like many large institutions, Baird has several disclosures on its SEC-filed Form ADV, including some regulatory matters.  ",[1510],{"type":129,"attrs":1511},{"color":12},{"type":18,"attrs":1513,"content":1514},{"textAlign":34},[1515,1520,1529],{"text":1516,"type":22,"marks":1517},"According to an ",[1518],{"type":129,"attrs":1519},{"color":12},{"text":1521,"type":22,"marks":1522},"SEC press release",[1523,1526,1528],{"type":31,"attrs":1524},{"href":1525,"uuid":34,"anchor":34,"target":820,"linktype":36},"https://www.sec.gov/newsroom/press-releases/2023-212",{"type":129,"attrs":1527},{"color":12},{"type":822},{"text":1530,"type":22,"marks":1531}," in September 2023, Baird paid a $15 million penalty to settle an SEC investigation related to record-keeping violations. While these issues were unrelated to client transactions, they reflect areas where the firm fell short of regulatory standards.  ",[1532],{"type":129,"attrs":1533},{"color":12},{"type":764,"attrs":1535,"content":1536},{"level":766,"textAlign":34},[1537,1542],{"text":1538,"type":22,"marks":1539},"What are the pros and cons of Baird Wealth Management?",[1540],{"type":129,"attrs":1541},{"color":12},{"text":771,"type":22,"marks":1543},[1544],{"type":129,"attrs":1545},{"color":775},{"type":18,"attrs":1547,"content":1548},{"textAlign":34},[1549],{"text":1550,"type":22,"marks":1551},"Baird Wealth Management reviews highlight the strengths and potential drawbacks of the firm's services, reflecting both its comprehensive offerings and the areas where some clients may face challenges. ",[1552],{"type":129,"attrs":1553},{"color":12},{"type":764,"attrs":1555,"content":1557},{"level":1556,"textAlign":34},3,[1558],{"text":1559,"type":22,"marks":1560},"Pros of Baird Wealth 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