Best-in-State · rank 7 · Scottsdale, Arizona · listed firm: Baird
Identity & firm
- Firm — Robert W. Baird & Co. (high)
- “Todd Reeg, CFP® | Baird” — firm_official
- Parent company — independent (high)
- “Baird is privately held and employee-owned. This represents a significant change from its past: Northwestern Mutual purchased majority control of Baird in 1982, but Baird returned to independent status as an employee-own” — professional_press
- Firm type — gap: not_found_after_search
- Team name — The Reeg Group (high)
- “The Reeg Group | Baird Private Wealth Management” — firm_official
- Team size — gap: not_found_after_search
- CRD — 3254227 (high)
- “TODD MICHAEL REEG - Broker at ROBERT W. BAIRD & CO” — sec_finra_regulatory
- Years experience — 26 (high)
- “Todd Reeg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014” — professional_press
- Designations — CFP (high)
- “Todd Reeg, CFP®” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — gap: not_found_after_search
- Client niche — multigenerational families, private foundations (medium)
- “serving wealthy families and private foundations to provide objective advice based on principles that have guided some of the country's most successful families to preserve, grow and transfer wealth from generation-to-ge” — firm_official
- Custodians — not_applicable (high)
- “Robert W. Baird & Co. Incorporated” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://reeggroup.bairdwealth.com/ (high)
- “The Reeg Group | Baird Private Wealth Management” — firm_official
- Value proposition (verbatim) — simplifying your life through investment advice, financial planning, and managing risk (medium)
- “The Reeg Group's wealth management philosophy is built around simplifying your life through investment advice, financial planning, and managing risk.” — firm_official
- Differentiators — multi-generational family team with Midwestern roots, values and integrity of family-run business, partnership with Baird Family Wealth advanced planning team, comprehensive wealth transfer and estate planning for families and foundations (medium)
- “As a multi-generational family team with Midwestern roots, they operate their practice with the values and integrity you would expect from any family-run business, serving wealthy families and private foundations” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes Top Wealth Advisors 2026 (#7, Best-in-State), Barron's Top 1,200 Financial Advisors (multi-year) (high)
- “Todd Reeg is #7 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
- “Todd Reeg has been recognized on Barron's Top 1,200 Financial Advisors multi-year lists” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search