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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2018-01-03 |
| TX | RA | APPROVED_RES | 2017-04-27 |
| MO | RA | APPROVED | 2014-02-07 |
Branch Locations
4000 West 114Th St., Suite 150, Leawood, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Kansas City | MO | 02/2014 | Present |
Name/Address: Archdiocese of Kansas City in Kansas 12615 Parallel Parkway Kansas City KS 66109 Start Date: 4/1/22 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member Finance Council Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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