RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
5yrs
Erin Gray is a fiduciary financial advisor in Milwaukee, Wisconsin, with 5 years in the industry. Erin joined Robert W. Baird & Co. in 2022, 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 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office777 E. Wisconsin Avenue, Milwaukee, WI 53202
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
- 2022 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Erin
(414) 765-3500Robert W. Baird & Co. main office 777 E. Wisconsin AvenueMilwaukee, WI 53202Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Erin
Tailored to Erin’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 Erin
How do I contact Erin?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Erin Gray. Erin works from the Milwaukee, WI office.
How long has Erin been a financial advisor?
Erin has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Erin hold?
Series 66. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erin 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 Erin 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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