Christopher Robert Leberfing

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Robert W Baird & Co
  Milwaukee, WI

Other Businesses

Name: Steinle Foundation; Not Investment-Related; Address:7200 Washington Ave Suite 102, Mt. Pleasant, WI 53406; Nature: Charitable Organization; Role: Board Member; Start Date: 1/1/2016; Appx hrs/month: 2 hours/year; Duties: I meet with other board members to review applications for the distribution of funds. Name/Address: Junior Achievement of Racine / Racine, WI 53403 Start Date: 1/1/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member and Volunteer Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2001-10-05