Amy K Hall
Financial advisor at Robert W. Baird & Co. Incorporated
Last updated 2026-10-10
Claim your profileAmy K Hall is a financial advisor at Robert W. Baird & Co. Incorporated, CRD 7541264. Licenses and exams on the registration: Series 66. IAPD registration began 2023-01-08.
Registration
- CRD number
- 7541264
- Registration status
- Active
- IAPD registration
- 2023-01-08
- Industry Experience
- 3 years
- Work Experience
- 15 years
- States registered
- FL, TX
Licenses and exams
- Series 66
Work history
- 2022-04 to Present · R.W. Baird & Co, Inc. · Abilene, TX
- 2019-08 to 2022-02 · Region 14 Esc (workforce Solutions of West Central Texas) · Abilene, TX
- 2017-04 to 2019-06 · Tumbling Tots, LLC · Black Hawk, SD
- 2011-08 to Present · Hall Rental Properties · Abilene, TX
Current employment
- Robert W. Baird & Co. Incorporated · Milwaukee, WI
Robert W. Baird & Co. Incorporated
- Regulatory AUM
- $394,068,801,480
- Registered advisors
- 2,633
- Offices
- 683
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 34.1% (Moderate)
Robert W. Baird & Co. Incorporated: advisors, services and reported ETF investments
About
Amy K Hall is a financial advisor at Robert W. Baird & Co. Incorporated. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 15 years of reported work history. Reported roles include R.W. Baird & Co, Inc., Hall Rental Properties, Region 14 Esc (workforce Solutions of West Central Texas), Tumbling Tots, LLC.
SEC disclosures list additional business and community activities: Own Residential Real Estate For Rent: Sole proprietorship under my name, also called hall rental properties; I'm the joint owner of the properties with my husband but i handle all the business dealings.
Robert W. Baird & Co. Incorporated's firm-level Form ADV reports 2,633 advisors across 683 offices; approximately 91.7 clients per advisor, average assets per client of $1,632,708, and regulatory AUM of $394.1B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Robert W. Baird & Co. Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Commodity Pool Operator or Trading Advisor
- Registered Municipal Advisor
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
- Phone: 414-765-3500
- Website: rwbaird.com
- Youtube
Official record
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