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Paula R Chesser

Robert W. Baird & Co. Incorporated

Akron, OH

CRD 2876083

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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:

Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-07-02
FL RA APPROVED 2017-08-10
OH RA APPROVED 2005-06-08
  • TX RA
    APPROVED_RES
    Since 2020-07-02
  • FL RA
    APPROVED
    Since 2017-08-10
  • OH RA
    APPROVED
    Since 2005-06-08

Branch Locations

3875 Embassy Pkwy Ste 300, Akron, OH 44333 • 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
Robert W Baird Akron OH 09/2000 Present
  • 09/2000 → Present
    Robert W Baird
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-04
  • S66 Uniform Combined State Law Examination
    2000-10-04

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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