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Mickie Jo Vallandingham

Robert W. Baird & Co. Inc.

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About Mickie Jo Vallandingham

Mickie Vallandingham is a financial advisor with Robert W. Baird & Co. Inc. Mickie has been in the industry since 1996 and has experience with various financial institutions. Mickie is licensed to provide investment advice in Indiana and Kentucky.

Firm Information

Mickie Vallandingham is currently registered with Robert W. Baird & Co. Inc.. Robert W. Baird & Co. Inc. is a corporation formed on December 29, 1919, and headquartered in Milwaukee, WI. The firm offers a comprehensive range of financial services, including investment banking, asset management, wealth management, and private equity. Baird serves a diverse client base, including individuals, families, corporations, institutions, and governments. The firm has over 3,000 employees and is registered with the SEC and all 50 states.
Robert W. Baird & Co. Inc.

777 E. WISCONSIN AVENUE

MILWAUKEE, WI 53202-5391

$287.51B

Assets Under Management

11,103

Total Clients

2,915

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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see schedule d

See schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Hard dollar payments for research

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Mickie Vallandingham’s Registration & Firm History

IN

01/15/2025 - Present

Robert W. Baird & Co. Inc. (Georgetown IN)

KY

11/09/2017 - 10/18/2019

J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)

IN

06/13/2016 - 11/03/2017

PRIVATE CLIENT SERVICES, LLC (New Albany IN)

IN

08/26/2013 - 05/27/2016

INVESTMENT CENTERS OF AMERICA, INC. (CORYDON IN)

IN

08/02/2010 - 08/28/2013

LINCOLN INVESTMENT (CORYDON IN)

IN

07/26/2001 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (NEW ALBANY IN)

PA

06/30/1998 - 07/30/1999

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

08/03/1998 - 08/07/1998

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

01/08/1997 - 08/03/1998

INDEPENDENT FINANCIAL SECURITIES, INC.

OH

06/01/1996 - 06/29/1998

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

NA

05/03/1994 - 06/01/1996

NATIONAL CITY INVESTMENTS CORPORATION

KY

03/18/1994 - 05/04/1994

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 12/20/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mickie Jo Vallandingham.
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