Cause IQ vendor profile

Robert W. Baird and Co. Incorporated


Robert W. Baird and Co. Incorporated is a firm that provides investment management, insurance agent or broker, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Kentucky and Minnesota (although they are present in other states as well).

Most Robert W. Baird and Co. Incorporated clients are health and welfare funds, grantmaking foundations, hospitals, assisted living and continuing care retirement communities, and vocational rehabilitation services with revenues ranging from $7.9 million to $244 million.

Primary location:
Milwaukee, WI
Clients in:
WI, WA
Identified clients:
12
Avg client size:
$172 mil revenue
Median client size:
$11 mil revenue

Robert W. Baird and Co. Incorporated client list

  Name Type Location
1 TJ Samson Community Hospital 501(c)(3) Glasgow, KY
2 Goodwill Industries of Middle TN 501(c)(3) Nashville, TN
3 Boone Memorial Hospital 501(c)(3) Madison, WV
4 Bethany Legacy Foundation 501(c)(3) Madison, IN
5 Neca IBEW Family Medical Care Trust Fund 501(c)(9) Rockville, MD
6 FamilyAssets 501(c)(3) Booneville, KY
7 Plumbers and Pipefitters Local 172 Welfare Fund 501(c)(9) Oak Brook, IL
8 Lucky Seven Foundation 501(c)(3) Wilmington, DE
9 47th Avenue Foundation 501(c)(3) Bellevue, WA
10 Iron Workers Local 25 Health Care Trust 501(c)(9) Troy, MI
... and 2 more Robert W. Baird and Co. Incorporated not-for-profit tax-exempt clients identified by Cause IQ

Robert W. Baird and Co. Incorporated competitors

Competitors to Robert W. Baird and Co. Incorporated in the nonprofit sector include Edward D Jones and Co LP, Northwestern Mutual, Osaic Fa Inc, Kibble and Prentice, Securities America Inc, Voya Financial Advisors Inc, Metlife Insurance Company, One Digital, Osaic Wealth Inc, and TBS Agency Inc.

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