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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-25 |
| TX | RA | APPROVED_RES | 2017-02-14 |
| IL | RA | APPROVED | 2007-01-30 |
Branch Locations
227 West Monroe Street, Chicago, IL 60606 • United States
2155 Point Blvd Suite 100, Elgin, IL 60123 • United States
Algonquin, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Chicago | IL | 06/1999 | Present |
Greater Elgin Family Care Center, 370 Summit Street, Elgin, IL 60120 Investment related- charitable. Start date: 7/23/18 Time spent- approximately 5 hours per month, 2 hours per month during market hours (board meetings). Duties- In addition to general Board Member, participate on Endowment Trust Committee that manages and directs financial manager of the GEFCC Endowment Trust. Committee meets bi-monthly with the investment manager for an update on the managed account portfolio and his/her market overview. Committee does not make investment decisions regarding specific securities, however does oversee the overall investment allocation and investment manager. If the committee votes to recommend that a change is needed, it is reported to the Board of the GEFCC to review and vote upon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-12 |
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