Michael Klein

Top Wealth + Best-in-State + Barron's 100 · rank 1 · Milwaukee, Wisconsin · listed firm: Baird

Identity & firm

• Firm — Robert W. Baird & Co. Incorporated (Baird Private Asset Management) (high)
  • “Mike oversees the Baird Private Asset Management team. He has been advising institutions and high-net-worth individuals for more than 25 years.” — firm_official
  • “ROBERT W. BAIRD & CO. INCORPORATED” — sec_finra_regulatory
• Parent company — Baird Financial Group (employee-owned; independent) (medium)
  • “To learn more about our firm, our balanced business model and our employee‑owned structure, please visit our About Baird page.” — firm_official
• Firm type — other (medium)
  • “Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.” — firm_official
  • “"firmName": "ROBERT W. BAIRD & CO. INCORPORATED", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7571", "bdSECNumber": "497"” — sec_finra_regulatory
• Team name — Baird Private Asset Management (high)
  • “Mike oversees the Baird Private Asset Management team.” — firm_official
• Team size — 19 (high)
  • “Adam Kapusta, CFA® ... Bart Hummer, CIMA® ... Bob Filetti, CIMA® ... Brett Selke, CFA® ... Chris Williams ... Cody Reed ... Dan Mueller ... Derek Polczynski ... Don Conrad ... Erin Stanek, CPA® ... Kevin Duffey, CIMA® ..” — firm_official
• CRD — 2279139 (high)
  • “"individualId": 2279139, "firstName": "MICHAEL", "middleName": "GEORGE", "lastName": "KLEIN", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
• Years experience — 33 (high)
  • “"daysInIndustryCalculatedDate": "10/5/1992"” — sec_finra_regulatory
  • “He has been advising institutions and high-net-worth individuals for more than 25 years.” — firm_official
• Designations — — (high)
  • “Mike Klein” — firm_official
  • “Mike holds a B.S. in electrical engineering from the University of Michigan and earned an MBA from Marquette University. Mike is also a graduate of the Advanced Money Management Program at the Wharton School of Business ” — firm_official

Book of business

• Team AUM ($M) — 7700 (high)
  • “Team Assets (Custodied): $7.7B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size for New Business: $10M” — forbes_shook
• Typical client net worth ($M) — 45 (medium)
  • “Typical Net Worth of Relationships: $15-500M” — forbes_shook
• Client niche — institutions and ultra-high-net-worth families — outsourced CIO / investment consulting (high)
  • “Mike oversees the Baird Private Asset Management team. He has been advising institutions and high-net-worth individuals for more than 25 years.” — firm_official
  • “DECADES OF LEADERSHIP IN INVESTMENT CONSULTING” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services.” — firm_official

Positioning & marketing

• Website url — https://www.bairdprivateassetmanagement.com/team/mike-klein (high)
  • “Mike Klein Managing Director (414) 298-5958 mklein@rwbaird.com” — firm_official
• Value proposition (verbatim) — We believe wealth management is about more than money. As advisors, we take a holistic view of your life – your health, your family and what matters most to you. Through trusted, long‑term collaboration, we help align financial decisions with your values and aspirations, so your wealth supports the life you want to lead. (medium)
  • “We believe wealth management is about more than money. As advisors, we take a holistic view of your life – your health, your family and what matters most to you. Through trusted, long‑term collaboration, we help align fi” — firm_official
• Differentiators — Decades of leadership in investment consulting, Holistic view of client life — health, family, values — not just money, Dual Individual and Institution practice, PIN-gated client portals, "The Baird Way" — honesty, openness, collaboration, clients' needs above our own, Employee-owned firm with a balanced business model (high)
  • “DECADES OF LEADERSHIP IN INVESTMENT CONSULTING” — firm_official
  • “For more than a century, we have stayed true to our values of honesty, openness, collaboration and putting clients' needs above our own. These principles form the foundation of our culture and guide the way we do busines” — firm_official
• Content marketing — none (medium)
  • “Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - regist” — firm_official
• Has podcast — no (medium)
  • “Mike has been recognized repeatedly for his industry leadership by the Financial Times, Barron’s, and Reuter’s Advice Point. Mike is involved in various capacities with the Marquette Business School, as well as education” — firm_official
• Books published — 0 (medium)
  • “Mike holds a B.S. in electrical engineering from the University of Michigan and earned an MBA from Marquette University. Mike is also a graduate of the Advanced Money Management Program at the Wharton School of Business ” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (medium)
  • “Home Contact Us” — firm_official
• Press awards — Barron's "Top Institutional Consulting Team" 2015–2026, Barron's "Top 100 Financial Advisors" 2007–2026 (#30 in 2026), Barron's "Top 1000 Financial Advisors, State-by-State" 2009–2026, Barron's "Hall of Fame" 2019–2026, Financial Times Top 400 Financial Advisors; Reuters Advice Point (high)
  • ““Top Institutional Consulting Team” Barron’s magazine 2015 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.” — firm_official
  • ““Top 100 Financial Advisors” Barron’s magazine 2007 – 2026, most recently published on 5/11/26. Rankings based on data as of 12/31/25.” — firm_official

Visual brand

• Has distinct logo — yes (high)
  • “ Private Asset Management” — firm_official
• Logo url — https://static.fmgsuite.com/media/TransparentLogo/variantSize/6a3e9625-b070-45b1-93a5-166104dc3e7d.png (high)
  • “ Private Asset Management” — firm_official
• Visual brand notes — Sparse corporate-institutional site on FMG Suite template; transparent-PNG "Private Asset Management" wordmark, all-caps tagline, PIN-gated Individual/Institution portals, embedded MP4 hero video, headshot-grid team page, no photography-led imagery. (medium)
  • “# Welcome To Private Asset Management ### DECADES OF LEADERSHIP IN INVESTMENT CONSULTING ... ## Individual [ENTER PIN] ## Institution [ENTER PIN]” — firm_official
  • “[]” — firm_official

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