Broker Check

Daniel Gundrum

Imagine a partner that helps you achieve the things you want for yourself and the people you care about most

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Financial and Estate Planning

Retirement and education planning

Tax planning

Wealth transfer

Charitable giving

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Investment Management

Portfolio management

Comprehensive advisory solutions

Brokerage services

Alternative investments

Cash management

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Risk and Liability Management

Income protection strategies

Lending services

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Our Clients Are Our Priorities

At Baird, our clients are our focus. We know you work hard, and we want your investments to work hard for you.

My Practice

We create financial strategies that are tailored to your individual needs and goals.

News & Insight

Our dedicated team has years of experience to guide you through all of life's moments.

About Baird

Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

Stay Ahead of the Curve

We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Meet Our Advisors

Daniel Gundrum

Daniel Gundrum, CFP® 

Director, Financial Advisor

414-765-1465

dgundrum@rwbaird.com

Daniel G. Gundrum, Financial Advisor-Private Wealth Management, has been in the Financial Services industry since 1996, and joined Baird in 1999. He graduated from the University of Wisconsin-Milwaukee. In addition, Dan is a CERTIFIED...

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Laura Hebert

Laura Hebert WMCP®

Associate Vice President, Senior Client Specialist

414-298-4961

lhebert@rwbaird.com

A Wealth of Experience Laura has been with Baird since 1998. She attended the University of Wisconsin – Parkside where she graduated with a Bachelor of Science in business management. Laura brings over 21 years of investment...

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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