UBS Financial Services
47yrs
Top 1% by experience in Louisville
2yrs
Bailey Mack has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Louisville, Kentucky. Bailey joined Robert W. Baird & Co. in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeLouisville, KY
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
- Nov 2024 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Questions to ask Bailey
Tailored to Bailey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Bailey
How do I contact Bailey?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Bailey Mack. Bailey works from the Louisville, KY office.
How long has Bailey been a financial advisor?
Bailey has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Bailey hold?
Series 66. Tap any license on this page to see what it allows.
Is Bailey a fiduciary?
Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bailey 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 Bailey 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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