Melissa Sende

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

• 12/2016 → 01/2021
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 12/2016 → 01/2021
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 12/2015 → 12/2016
  Unemployed
  Tucson, AZ
• 03/2021 → 04/2024
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 03/2021 → 04/2024
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 04/2024 → 04/2025
  Capital Insight Partners, Llc
  Scottsdale, AZ
• 04/2025 → Present
  Robert W. Baird & Co. Incorporated
  Scottsdale, AZ

Previous Registrations

• 2024-05-21 → 2025-05-15
  Capital Insight Partners, Llc
  Scottsdale, AZ
• 2021-10-25 → 2024-05-03
  Morgan Stanley
  Salt Lake City, UT
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-23

Other Names

• Melissa Spring Hoffman
• Melissa Mathis
• Melissa Spring Mathis
• Melissa Spring Sende
• Melissa Sende
• Melissa S Sende