Robert W. Baird & Co.
38yrs
Top advisor by experience in Fox Valley
4yrs
Ryan Schmitt
Financial advisor at Robert W. Baird & Co.
Based in Fox Valley, Wisconsin, Ryan Schmitt is a fiduciary financial advisor with 4 years of industry experience. Ryan has been with Robert W. Baird & Co. since 2026; before that, Ryan spent four years at McAdam. 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 21 advisors with offices in Fox Valley, and one of 20 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3913 W Prospect Ave Suite 301, Fox Valley, WI 54914
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
- Mar 2026 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2022 – 2026McAdam LLCPreviously
Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Robert W. Baird & Co. at 414-765-3500 and ask for Ryan Schmitt. Ryan works from the Fox Valley, WI office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan 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 Ryan 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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