Wells Fargo Advisors
42yrs
Top advisor by experience in Owensboro
40yrs
Raymond Mitchell Settle
Financial advisor at Robert W. Baird &
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Owensboro
Office1925 Frederica Street; Suite 100, Owensboro, KY 42301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Robert W. Baird &
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2004 – 2019J.j.b. Hilliard, W.l. Lyons, LLCPreviously
Questions to ask Raymond
Tailored to Raymond’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Raymond
How do I contact Raymond?
Call Robert W. Baird & at 414-765-3500 and ask for Raymond Mitchell Settle. Raymond works from the Owensboro, KY office.
How long has Raymond been a financial advisor?
Raymond has been in the industry since 1986, about 40 years. Top 3% by experience in Owensboro.
What licenses does Raymond hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Raymond a fiduciary?
Raymond is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Raymond paid?
Robert W. Baird & reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Raymond for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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