Shannon R Wedepohl

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

• 06/2026 → Present
  Robert W. Baird & Co. Incorporated
  Chandler, AZ
• 03/2018 → 07/2020
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 12/2017 → 03/2018
  Unemployed
  Scottsdale, AZ
• 12/2015 → 12/2017
  Foster Hope Foundation
  Tempe, AZ
• 07/2020 → 09/2021
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 09/2021 → 02/2022
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 02/2022 → 01/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 01/2025 → 05/2026
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2025-02-27 → 2026-05-18
  Mariner
  Chandler, AZ
  White Plains, NY
• 2020-02-07 → 2024-11-15
  Edelman Financial Engines
  Phoenix, AZ
  Chandler, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-24
• S65 Uniform Investment Adviser Law Examination
  2020-01-22

Designations

• Certified Financial Planner

Other Names

• Shannon Rae Oloroso
• Shannon R Oloroso