Baird

This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.

Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.

Evan Guido is looking to partner more closely with CPAs.

The duo previously spent a decade and a half with Oppenheimer.

Acquisitions in wealth management have proven tricky in recent years.

The deal could grow Baird’s headcount by about 44%.

The broker-dealer alleges Jason Kirkland violated company policy, used confidential information and broke his 12-month non-solicitation agreement, among other claims.

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs,

Earlier this year, Jason Kirkland was recognized for his “many contributions” to the firm.

The advisors join the regional firm from Morgan Stanley and Wells Fargo.