Broker Check

Baird Milwaukee

What Makes Baird Different?

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership

  • Industry-leading research

  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments

  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs

  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management

  • Full-service support and state-of-the-art technology

  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

Does this culture interest you? 

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In Their Own Words

Read stories from our team in the Milwaukee branch to learn why they love working at Baird.  

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Pete Duback | Director

As the Branch Manager, I promote a competitive but collaborative client-first culture. Learn more about my vision to grow Baird's presence the right way, with the right advisors, in our area. I would love the chance to sit down over coffee or lunch and talk conceptually about what we do here at Baird and learn about you and your practice. Please feel free to email or call me directly at 414-298-2426.

Our Southeast Wisconsin Branches

As an independent firm owned by our associates, we have a huge stake in making sure we do things right. Baird has remained strong because we put our clients’ and associates interests first and take pride in serving the communities in which we live. 

Milwaukee 

Milwaukee 

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North Shore 

North Shore 

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West Bend

West Bend

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    Discover Why Baird is a Great Place To Work

Privately Held & Employee Owned

We have approximately 80% associate ownership.

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Unique "Hiring Rule"

This is the main reason our culture is unmatched.

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Resources & Technology

Deep in-house expertise, with live professionals responding in real time.

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Making the Move

Hear why financial advisors came to Baird and what their transition was like. 

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