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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co | Milwaukee | WI | 12/2013 | Present |
NAME/ADDRESS: Milwaukee Public Schools Foundation, Inc. / 5525 W. Vilet Street Milwaukee, WI 53208. NATURE OF BUSINESS: A non-profit, tax exempt corporation for educational and charitable purposes. Seeks to raise funds and secure donations from individuals and private-sector organizations to support programs and projects not affordable through public school funds to provide enhanced learning opportunities for students in Milwaukee Public Schools. It's a separate 501(c)3 organization with its own Board of Directors. INVESTMENT-RELATED: Yes. ROLE IN ACTIVITY: Member of the Finance Committee for the MPS Foundation. START DATE: 01/10/17. DUTIES RELATED TO ACTIVITY: Review and provide guidance regarding Foundation policies, procedures and financial position. APPRX # OF HOURS DEVOTED: 1-2/month. HOURS DEVOTED DURING MARKET HOURS: Approximately 1 per quarter. Name: MPS Foundation; Investment-related; Address: 234 West Galena Street, Milwaukee, WI 53212; Nature: Charitable; Role: Board Member; Start date: 1/1/18; Appx hrs: Approx. 2-3 hours/month; Hrs during trading: Very few, if any. Only if Board Meetings are scheduled during the work day; Duties: Volunteer Board Member role to help steer the strategy for the organization. Name/Address: Homestead High School Ski Team, 5000 W Mequon Road Mequon WI 53092 Start date: 1/1/20 Hours spent: 1-2 hours/week over 2-3 months Hours spent during trading hours: Zero Role/Responsibility: Treasurer; Manage the finances for the high school ski team. Non Investment-related Name and Address: Sojourner 619 W. Walnut Street Milwaukee WI 53212 Start Date: 2/4/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-03 |
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