Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Baird is registered as a broker-dealer and may provide trade execution and brokerage services for clients; such services are separate and fees are in addition to advisory fees.
Baird
2021 - Present (5 years)
OFS Brands Holdings Inc.
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 66
Jasper, IN
Edward Jones
Series 66
Jasper, IN
Merrill
Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill, where he has been serving clients since 2020. He works with clients, often spanning multiple generations, to develop strategic plans for long-term wealth management. Peyton utilizes the resources of the Payne & Mencias Group, Bank of America, and collaborates with CPAs and attorneys to address the complex financial needs of his clients with accuracy and efficiency. He earned a Bachelor's degree in Finance with a focus on Wealth Management from the Kelley School of Business at Indiana University, Bloomington. In 2021, Peyton obtained his CERTIFIED FINANCIAL PLANNER® certification and continues to emphasize ongoing education. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Jasper, Indiana, Peyton is actively involved in his community through various organizations including the Heart of Jasper, Young Professional Network of Southern Indiana, Mentors for Youth, Dubois County Community Foundation, and Jasper High School Girls Soccer, where he serves as a varsity assistant coach. He contributed over 300 volunteer hours in 2023. Peyton also maintains an active lifestyle and enjoys outdoor activities such as hunting and fishing.
CFP®, Series 66
Jasper, IN
Edward Jones
Series 66
Jasper, IN
Edward Jones
Series 63, Series 66
Velpen, IN
Champion Financial Inc.
Series 63, Series 65
Jasper, IN
Capital Advisor Network
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