Erin Smith is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Princeton, IN. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

707 Vail Street, Princeton, IN, 47670

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erin is an office manager/bookkeeper for Absolute Custom Machine LLC, a custom parts machining business owned by her spouse and brother-in-law, spending about 10-20% of her time on this. She also serves as a record keeper and director for Owensville Community Planners Inc., dedicating minimal time to this role.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2025 - Present · 1 yr
Robert W. Baird & CO. IncorporatedBroker
April 2025 - Present · 1 yr 1 mo
State Registrations36 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Erin Smith - Financial Advisor | TrueAdvisor