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George Tolbert

Advisor at Robert Baird & Co.

Updated today

Location

Oakbrook Terrace, IL 60181

Credentials

Series 66

Industry experience

3 years

About

George Tolbert is a financial advisor with Robert W. Baird & Co. in Oakbrook Terrace, IL, holding a Series 66 designation and three years of industry experience. His background includes service in the U.S. Army from 2018 to 2022 and attendance at The Citadel, Military College of South Carolina. He has been with Robert W. Baird since 2017, with a brief interval before rejoining in 2022. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex investments, supported by both in-house and third-party managers.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$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

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

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.

Location

Two Mid America Plaza, Suite 904

Oakbrook Terrace, IL 60181

Most active in

Florida · Illinois · Texas

Work history

Robert W Baird

2022 - Present (4 years)

U.S. Army

2018 - 2022 (4 years)

Robert W. Baird

2017 - 2018 (1 year)

The Citadel, Military Collgee of South Carolina

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

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Naperville, IL

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

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Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael L

CFP®

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General retirement planning General tax planning Passive / index investing Real estate investing
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