Broker Check

Discover A Firm Committed To Your Success

To best serve the needs of your clients, you need a wealth management firm that gives you everything you need to thrive. That’s why we’re committed to giving you all the support and resources you need to serve your clients the way you know best.

We promote a collaborative client-first culture. Learn more about our vision to grow Baird's presence the right way, with the right advisors. 

We would love the opportunity to connect and learn about you and your practice.  

Katie Costigan

Katie Costigan

Managing Director, Executive Market Director

262-567-9320

Erin Nowakowski

Erin Nowakowski

Vice President, Branch Administrative Supervisor

262-560-2808

Branch of the Year 2023

Branch of the Year 2023

By working in the Oconomowoc Branch, you would joining a 2023 Baird Branch of the Year! With over 155 Private Wealth Management Branches, we have been recognized for our consistent growth and quality service we've provided our clients throughout 2023.

Discover the Unique Baird Difference

Discover Why Baird is a Great Place To Work

Privately Held & Employee Owned

We have over 70% associate ownership. 

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Unique "Hiring Rule"

This is the main reason our culture is unmatched.

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Resources & Technology

Deep in-house expertise, with live professionals responding in real time.

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Making the Move

Hear why other financial advisors came to Baird and what their transition was like. 

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