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
Wichita, KS 67206
Credentials
Series 66
Industry experience
< 1 year
Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. 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 with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.
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.
8535 East 21st Street N, Suite 125
Wichita, KS 67206
Kansas
R W Baird
2024 - Present (2 years)
Bennett Insulation
2014 - 2024 (10 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.
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