Primerica Advisors
44yrs
Top advisor by experience in Fort Wright
21yrs
Ellen Haskell
Financial advisor at Robert W. Baird & Co.
Ellen Haskell is a fiduciary financial advisor in Fort Wright, Kentucky, with 21 years in the industry. Ellen joined Robert W. Baird & Co. in 2019, after 14 years at J.J.B. Hilliard, W.L. Lyons. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 59 advisors with offices in Fort Wright, and one of 56 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors in Fort Wright
Office809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011
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
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2005 – 2019J.J.B. Hilliard, W.L. Lyons, LLCPreviously
Contact Ellen
Local office(859) 815-6800Ask for Ellen. (414) 765-3500Main office · Milwaukee, WI 809 Wrights Summit Parkway Suite 310Fort Wright, KY 41011Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Ellen
Tailored to Ellen’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 Ellen
How do I contact Ellen?
Call Ellen’s local office at (859) 815-6800 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Ellen Haskell.
How long has Ellen been a financial advisor?
Ellen has been in the industry since 2005, about 21 years. More experience than 69% of advisors in Fort Wright.
What licenses does Ellen hold?
Series 66. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen 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 Ellen 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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