Wesley A Hopkins

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

• 09/2023 → 12/2024
  Raymond James
  Scottsdale, AZ
• 02/2022 → 09/2023
  Unemployed / Voluntary Career Break
  Scottsdale, AZ
• 01/2016 → 02/2022
  Cdw
  Chandler, AZ
• 12/2024 → Present
  Robert W. Baird & Co. Incorporated
  Scottsdale, AZ

Previous Registrations

• 2023-11-15 → 2024-12-26
  Raymond James & Associates, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13