Grant Heinberg is a Client Assistant with Baird, where he plays an active role in client communication, day-to-day operations, and supporting advisors in delivering an exceptional client experience.
Raised and residing in Marengo, Illinois, Grant graduated cum laude from the University of Wisconsin-Whitewater in the spring of 2025 with a degree in Finance, emphasizing in Financial Planning. During his time at UW-Whitewater, he was a six-time Dean’s List honoree.
Grant currently holds his Security Industry Essentials (SIE) license and is in the process of obtaining his Series 7 and 66 registrations, along with pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. His background includes internships within banking and wealth management, where he developed a strong foundation in financial services and client relationships.
Outside the office, Grant enjoys hunting, fitness, cooking, and spending time with friends and family. A lifelong athlete and diehard Chicago sports fan, he continues to stay active and involved in sports whenever possible.