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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-12 |
| FL | RA | APPROVED | 2017-08-03 |
| WI | RA | APPROVED | 1996-09-18 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • 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. Incorporated | Milwaukee | WI | 07/1996 | Present |
| Northwestern Mutual Investment Services, Llc. | Milwaukee | WI | 04/2005 | Present |
NAME/ADDRESS: Cargill Methodist Church / 2000 Wesley Ave Janesville, WI 53545. NATURE OF BUSINESS: Religious. START DATE: 01/2016. POSITION/ROLE: Board Member. DUTIES IN ROLE: Be involved with meetings, planning and review of the investments for the church. INVESTMENT-RELATED: Yes. APPRX # OF HOURS DEVOTED: Two hours per quarter, zero during securities trading hours. NAME AND ADDRESS: The Good Acres, LLC 3620 SOUTH LAPRAIRIE TOWNHALL RD. JANESVILLE, WI 53546 NATURE OF ENTITY: FARMLAND RESPONSIBILITIES IN THIS ROLE: Owner - 50% Owner HOURS DEVOTED: 40 HOURS PER YEAR. Name and address: Wellntel,INC 4230 North Oakland Ave Shorewood , WI 53211 Nature of Entity: Water instrument company Responsibilities in this role: Board Member Hours Devoted: 1.5 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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