Michael Evan Vassar

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

• 08/2015 → 03/2019
  Charles Schwab & Co., Inc.
  Cincinnati, OH
• 08/2015 → 03/2019
  Charles Schwab Bank
  Cincinnati, OH
• 03/2019 → 06/2022
  Bartlett Wealth Management
  Cincinnati, OH
• 06/2022 → Present
  Robert W. Baird & Co. Incorporated
  Cincinnati, OH

Previous Registrations

• 2019-03-25 → 2022-07-01
  Bartlett & Co. Wealth Management Llc
  Cincinnati, OH
• 2015-09-09 → 2019-03-19
  Charles Schwab & Co., Inc.
  Cincinnati, OH
• 2015-01-28 → 2015-08-17
  Strategic Advisers Llc
  Covington, KY

Other Businesses

1. M Vass Properties: This is a single family rental business I have for a property I rent. The business address is 2829 Astoria Ave Cincinnati Ohio 45208. I am the single member and the business was formed 9/15/2019. I devote 0 hours during trading and approximately 1 hour per month. 2. Cretan Creamery: This is a startup ice cream business my wife has and I am a member/manager of for estate purposes. The business address is 2829 Astoria Ave Cincinnati Oh 45208. The business was formed on 4/26/2021. I devote 0 hours during trading and approximately 2 hours a month.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26
• S63 Uniform Securities Agent State Law Examination
  2014-07-25

Designations

• Certified Financial Planner