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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-13 |
| TX | RA | APPROVED_RES | 2017-03-22 |
| WI | RA | APPROVED | 2000-10-03 |
Branch Locations
1700 Silverbrook Drive; Second Floor, West Bend, WI 53095 • United States
West Bend, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | West Bend | WI | 06/2000 | Present |
Name: Holy Angels School Trust Fund; Investment-related; Address: 138 North 8th Ave, West Bend WI 53095; Nature: Charitable / Religious; Role: Board Member; Start Date: 6/29/15; Appx hrs: Board meets twice per year 1-2 hours per meeting; Hrs during trading: None; Duties: Review IPS, review performance of BMO managed investment account. The Advisory Board, on which you are requested to serve, consists of nine to fifteen parish members (nine is the current number with which we are working), who oversee the investment activity of the Trust Fund, and make recommendations to the Trustees of the Parish about investment policies, investment decisions, and disbursements for the benefit of Holy Angels School. The Trustees of the Parish make the actual investment decisions relating to the affairs of the Trust Fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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