Todd Oetken, CFP®, CIMA®, CPWA®, ChFC®, CLU®, EA, TPCP®

Todd Oetken is a dedicated Financial Planner at Baird, having joined the firm in 2007. He brings a vast amount of expertise to the Roberts Group and provides advice on issues affecting high-net-worth clients.

Todd earned his bachelor’s degree in business administration from the University of Kentucky, and has also earned five wealth management certifications over the course of his career. Todd began his career in real estate, following in his family’s footsteps – but ultimately found his calling as a financial advisor. 

Along with the work Todd does in the office, he has also been appointed by the Secretary of Treasury to the TaxPayer Advocacy Panel, where he served a three-year term in an advisor capacity to the IRS. Additionally, Todd has consulted for the U.S. military, where he has worked with military families in financial planning and credit counseling. He has also worked with a Special IRS task force to enhance financial education to low- and moderate-income families.