Broker Check
Thomas Naleid, CFP®

Thomas Naleid, CFP®

Financial Advisor

Tom joined Baird as a Financial Advisor in 2016. His areas of expertise include retirement planning, portfolio construction, and life and long-term care insurance. While his focus is on those who are retirement age, Tom also enjoys helping his peers build a strong financial foundation for their future.

Tom received a Bachelor of Science Degree in Finance from Saint Louis University. In addition to holding the Series 7 and 66 licenses, he also has his insurance license (Life, Long-Term Care, Disability, and Annuities). In 2019 Tom became a CERTIFIED FINANCIAL PLANNER™ (CFP®) to provide our clients with more comprehensive wealth management solutions.

Tom enjoys being involved in the community and coaching baseball for his sons. A cause that he is passionate about is the fight to end Alzheimer’s. Not only has the disease impacted his family, but he has seen the devastating impact it has on our clients and their caregivers. In 2020 Tom joined the Board of Directors for the Alzheimer’s Association Wisconsin Chapter, serving on the Fund Development Committee.

Tom is a Milwaukee native and proud graduate of Marquette University High School. Tom and his wife, Brittany, live in Shorewood with their two sons, Forrest and Holden. Tom loves to travel and explore new places. He is an avid Wisconsin sports fan, enjoys playing golf, and most of all loves spending time with his family.