Travis Ned Barker

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 11/2016
  Lions Gate Wealth Management
  Wexford, PA
• 03/2017 → Present
  Hefren Tillotson
  Pittsburgh, PA
• 11/2016 → 03/2017
  Unemployed
  Pittsburgh, PA
• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Wexford, PA

Previous Registrations

• 2017-03-14 → 2022-10-21
  Hefren-Tillotson, Inc.
  Wexford, PA
  Pittsburgh, PA
• 2015-07-10 → 2016-11-18
  Mid Atlantic Financial Management, Inc.
  Wexford, PA
  Pittsburgh, PA
  Wexford, PA
• 2014-03-31 → 2015-07-13
  Commonwealth Financial Network
  Wexford, PA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2007-12-13