Lucas Adam Schneider

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

• 10/2013 → 08/2017
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 03/2015 → 08/2017
  Strategic Advisers, Inc.
  Greenwood Village, CO
• 08/2017 → 06/2024
  Tiaa
  Denver, CO
• 08/2017 → 06/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2024 → Present
  Baird
  Denver, CO

Previous Registrations

• 2017-09-05 → 2024-06-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO
  Denver, CO
• 2015-03-06 → 2017-08-21
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2015-02-06
• S63 Uniform Securities Agent State Law Examination
  2014-01-29

Designations

• Certified Financial Planner