Resch Financial Group
39yrs
Top advisor by experience in Thompsons Station
29yrs
Stephen Michael Elder
Financial advisor at Robert W. Baird &
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
OfficeThompsons Station, TN
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
- Oct 2024 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2017 – 2024Janney Montgomery Scott LLCPreviously
- 2004 – 2017J.j.b. Hilliard, W.l. Lyons, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Robert W. Baird & at 414-765-3500 and ask for Stephen Michael Elder. Stephen works from the Thompsons Station, TN office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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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