Ken WoodfordCFP


Madison West Office
Phone: (608)-830-3500
Toll Free: (800) 888-4792
Fax: (608) 830-3550
Email Me
Baird
8000 Excelsior Dr
Suite 302
Madison, WI 53717
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C. Kenneth Woodford, CFP®
Vice-President, Financial Advisor

Baird

8000 Excelsior Drive, Suite 302
Madison, Wisconsin 53717-1914
(608) 831-1100 or (800) 888-4792
kwoodford@rwbaird.com
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Expertise

  • Providing solutions and consultation on an individualized basis.
  • Drafting customized investment policy statements.
  • Developing portfolios using comprehensive mutual fund search tools.
  • Providing quality service and guidance to both high net worth, corporate, and foundation clients.
  • Helping clients create and build wealth, protect and preserve wealth, and distribute wealth during life and at death in a tax advantage manner.
  • Utilizing financial planning solutions in coordination with legal, tax and insurance counsel.

 

Experience

  • 24 Years of investment advisory experience with Robert W. Baird & Company.

 

Management Process

  • Analyzing the facts of each individual case.
  • Consulting with legal, tax and insurance counsel as needed.
  • Writing a detailed investment policy that captures all related issues.
  • Implementing the investment policy through asset allocation, and mutual fund/money manager search.
  • Monitoring the overall portfolio performance quarterly and modifying as needed.

 

Analytical Search Support

  • State-of-the-art tools:
  • Portfolio Software
  • Morningstar Search Software
  • Support of analysts with advanced experience with their CFA and CIMA designation

 

Education

  • Bachelor of Science, Business Education from Ball State University.
  • Certified Financial Planner™ certification from Northwestern University/Dalton Education.
  • Advanced investment, asset allocation, and consulting training.

 

Organizations

  • Madison City Marathon Race Chair ’02-‘07
  • Madison Festivals Board Member ’95-‘09
  • Christ Memorial Lutheran Church










Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

©2016 Robert W. Baird & Co. Member NYSE. Member SIPC.