Philip Scott Park

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1989 → 09/2022
  Wayne Hummer Investments L.L.C.
  Chicago, IL
• 09/2022 → Present
  Robert W Baird
  Oakbrook Terrace, IL

Previous Registrations

• 2009-12-01 → 2022-09-14
  Wintrust Investments Llc
  Wheaton, IL
  Glen Ellyn, IL
  Wheaton, IL
• 2002-01-28 → 2006-12-31
  Great Lakes Advisors, Llc
  Chicago, IL

Other Businesses

Name/Address: Park Family Foundation 801 Johnson St Alpena MI 49707 Start Date: 6/18/04 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Committee Investment Related Name/Address: JC Park Family LLC 12805 Yacht Club Circle Fort Meyers FL 33919 Start Date: 1/24/10 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19
• S63 Uniform Securities Agent State Law Examination
  1989-07-27