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Joseph Clayton Ostrom

Robert W. Baird & Co. Incorporated

Bellevue, WA

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-11
AK RA APPROVED 2021-06-04
WA RA APPROVED 2021-06-04
  • CA RA
    APPROVED
    Since 2026-08-11
  • AK RA
    APPROVED
    Since 2021-06-04
  • WA RA
    APPROVED
    Since 2021-06-04

Branch Locations

777 108Th Ave Ne #1600, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Seattle WA 06/2012 09/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 09/2016
Pacific Portfolio Consulting, Llc Seattle WA 09/2016 06/2021
Rw Baird Bellevue WA 06/2021 Present
  • 06/2012 → 09/2016
    Morgan Stanley
    Seattle, WA
  • 01/2015 → 09/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2016 → 06/2021
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 06/2021 → Present
    Rw Baird
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-03
  • S66 Uniform Combined State Law Examination
    2021-08-03
Other Names
  • Joseph Ostrom

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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