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.
Firm
Robert Baird & Co.
Location
Hopkinsville, KY 42240
Credentials
Series 66
Industry experience
1 year
Andrew Wilson is a financial advisor with Robert W. Baird & Co. in Hopkinsville, KY. He holds the Series 66 designation and has been with Baird since 2025. Prior to joining Baird, he worked at Dreamfield Lending, where he was owner of a mortgage broker company, and held positions at United Southern Bank and BB&T. Outside of his advisory role, he is involved in several non-investment-related business activities including ownership and partnership in multiple residential and commercial rental property LLCs. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a variety of in-house and third-party managers and offering both traditional and non-traditional investment strategies.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
1003 South Virginia Street
Hopkinsville, KY 42240
Kentucky
RW Baird
2025 - Present (1 year)
Dreamfield Lending
2020 - 2025 (5 years)
United Southern Bank
2018 - 2019 (1 year)
Bb&T
2015 - 2017 (2 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.
Series 66
Hopkinsville, KY
Van Clemens Wealth Management, LLC
CFP®, Series 63, Series 65
Hopkinsville, KY
Robert Baird & Co.
Series 66
Hopkinsville, KY
Robert Baird & Co.
Series 66
Hopkinsville, KY
Raymond James Financial
Series 63
Hopkinsville, KY
Robert Baird & Co.
Series 63, Series 65
Hopkinsville, KY
Robert Baird & Co.
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