Carlton L Holland

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

• 11/2014 → Present
  Baird
  Milwaukee, WI

Other Businesses

Maison Real Estate LLC -Rental Real Estate -Sole Proprieter -4-5 hours per month -0 hours during market hours - Business started in 2017 -Owner and operator of the rental property Goodlife Rentals LLC -Rental Real Estate -Sole Proprieter -4-5 hours per month -0 hours during market hours - Business started in 2019 -Owner and operator of the rental property Sweet Home Milwaukee LLC -Rental Real Estate -Sole Proprieter -4-5 hours per month -0 hours during market hours - Business started in 2020 -Owner and operator of the rental property

Exams

• S66 Uniform Combined State Law Examination
  2025-10-17