Merrill
47yrs
Top advisor by experience in Cincinnati
6yrs
Based in Cincinnati, Ohio, Marilyn Ward is a fiduciary financial advisor with 6 years of industry experience. Marilyn joined Robert W. Baird & Co. in 2020, a firm offering financial planning, investment management, and private fund management. Robert W. Baird & Co. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3805 Edwards Rd Suite 610, Cincinnati, OH 45209
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Marilyn
Local office(513) 758-8400Ask for Marilyn. (414) 765-3500Main office · Milwaukee, WI 3805 Edwards Rd Suite 610Cincinnati, OH 45209Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Marilyn
Tailored to Marilyn’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marilyn
How do I contact Marilyn?
Call Marilyn’s local office at (513) 758-8400 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Marilyn Ward.
How long has Marilyn been a financial advisor?
Marilyn has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Marilyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Marilyn a fiduciary?
Marilyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marilyn paid?
Robert W. Baird & Co. 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 Marilyn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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