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Teresa M Bray

Robert W. Baird & Co. Incorporated

Green Bay, WI

Sturgeon Bay, WI

CRD 1779963

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Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-14
TX RA APPROVED_RES 2017-02-10
IN RA APPROVED 2007-02-20
WI RA APPROVED 2006-06-30
  • FL RA
    APPROVED
    Since 2018-06-14
  • TX RA
    APPROVED_RES
    Since 2017-02-10
  • IN RA
    APPROVED
    Since 2007-02-20
  • WI RA
    APPROVED
    Since 2006-06-30

Branch Locations

440 South Washington, Green Bay, WI 54301 • United States

253 N. 1St Avenue, Sturgeon Bay, WI 54235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W Baird & Co Green Bay WI 06/2006 Present
  • 06/2006 → Present
    Robert W Baird & Co
    Green Bay, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
S63 Uniform Securities Agent State Law Examination 1991-04-05
  • S66 Uniform Combined State Law Examination
    2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    1991-04-05
Designations
  • Chartered Financial Consultant
Other Names
  • Teresa Mary Ackerman
  • Theresa Mary Bray
  • Theresa Mary Bray'S

View on SEC IAPD

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