Broker Check

What Difference Does a Great Workplace Make?

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

As the Branch Manager, I promote a highly collaborative, client-first culture. My vision is to grow Baird's presence in our area the right way, with the right advisors. 

I would love the chance to sit down over coffee or lunch and talk about what we do here at Baird, and learn about you and your practice. Please feel free to email or  call me directly.

Brian Kurtz

Branch Manager & Market Director


Branch Manager Brian Kurtz's Perspective on The Baird Difference



Cleveland Branch Accolades & Resources

Cleveland Branch Awards

Discover how the Cleveland, OH location won four Branch of the Year awards.

Brian Kurtz's  Article

Click here to read more about Brian's perspective on what's helping to shape the financial industry's future.  

2023 Baird Facts Guide

Click to here to discover Baird facts and accomplishments.

2022 Baird Annual Report

Learn more about Baird, our culture and our financial results in our 2022 Annual Report.