Adviser and broker representative · Robert W. Baird & Co. Incorporated
Ia V. Hagan
CRD 6149341 · Elkhorn, NE
At a glance
Ia V. Hagan is an investment adviser representative with Robert W. Baird & Co. Incorporated in Elkhorn, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ia’s SEC record dates to 2013, about 13 years ago. Ia is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Robert W. Baird & Co. IncorporatedSince June 2024Elkhorn, NE · $394B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.