RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
15yrs
Thomas Kavanagh
Financial advisor at Robert W. Baird & Co.
Thomas Kavanagh has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Milwaukee, Wisconsin. Thomas has been with Robert W. Baird & Co. since 2019. 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 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office777 East Wisconsin Ave, 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.
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Thomas
(414) 765-3500Robert W. Baird & Co. main office 777 East Wisconsin AveMilwaukee, WI 53202Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Thomas Kavanagh. Thomas works from the Milwaukee, WI office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas 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 Thomas 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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