Tony Steel, CFP®, CPWA®
Senior Vice President, Senior Investment Consultant
Vice President
Tony entered the investment business in 1996 and joined Baird in 1999.
While at Baird, Tony...
- Earned the CERTIFIED FINANCIAL PLANNER™ certification, and therefore adheres to the ethics and experience requirements necessary to maintain the CFP® mark.
- Completed Baird’s Investment Counsel Program at the University Of Chicago Graduate School Of Business in 2004 to become a Senior Investment Consultant with the firm.
- Earned his Certified Private Weatlh Advisor (CPWA®) designation in 2013, which focuses on high-net-worth individuals and families.
- Continues to invest in learning and increasing knowledge by attending conferences and meeting continuing education requirements.
Tony graduated from the University of Wisconsin-Madison School of Business.
Along with his wife and three children, Tony lives in Lakeville, Minnesota. His hobbies include golfing, boating, hunting, and ski racing – all activities he can enjoy with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.