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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-07 |
| TX | RA | APPROVED_RES | 2018-06-27 |
| WI | RA | APPROVED | 2015-12-17 |
Branch Locations
4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States
Stone Lake, WI • United States
Altoona, WI • 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 & Co. | Eau Claire | WI | 12/2015 | Present |
Name/Address: Eau Claire Community Foundation 306 S Barstow St #104 Start Date: 7/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Trustee Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-02 |
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