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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2001-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Milwaukee | WI | 02/2000 | Present |
Name/Address: Catholic Charities FOUNDATION 2021 N 60th Street Milwaukee WI 53208 Start Date: 8/30/19 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Non Investment Related Name/Address: American Lung Association - Investment Committee / 13100 W Lisbon Rd, Brookfield, WI 53005 Start Date: 4/1/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Investment Committee Member Investment Related Name/Address: TEMPO Milwaukee, 275 W Wisconsin Avenue Milwaukee WI 53203 Start date: 10/20/2014 Hours spent: 1-5 hours/month Hours spent during trading Hours: 1-2 hours/month Role/Responsibility: Investment/Finance Committee Member Investment or Not Investment related: Investment-related Name/Address: Divine Savior Holy Angels High School, 4257 N 100th St Milwaukee WI 53222 Start date: 9/9/2015 Hours spent: Less than 1 Hours spent during trading Hours: 1 Role/Responsibility: Finance Committee Member Investment or Not Investment related: Investment Related Name/Address: Love One Another Campaign 3501 S Lake Dr St Francis WI 53235 Start Date: 1/27/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member/Trustee Non Investment Related Name/Address: Pope's Worldwide Prayer Network 1501 S Layton Blvd Milwaukee, WI 53215 Start Date: 4/1/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-26 |
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