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Jeffrey Joseph Borgert

Robert W. Baird & Co. Incorporated

Indianapolis, IN

Indianapolis, IN

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-14
IN RA APPROVED 2026-04-16
  • TX RA
    APPROVED_RES
    Since 2026-05-14
  • IN RA
    APPROVED
    Since 2026-04-16

Branch Locations

8801 River Crossing Blvd Suite 120, Indianapolis, IN 46240 • United States

3815 River Crossing Parkway Suite 100, Indianapolis, IN 46240 • 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
Stifel Nicolaus & Co Inc Indianapolis IN 05/2005 06/2017
Goelzer Investment Management, Inc. Indianapolis IN 06/2017 04/2026
Robert W. Baird & Co. Incorporated Indianapolis IN 04/2026 Present
  • 05/2005 → 06/2017
    Stifel Nicolaus & Co Inc
    Indianapolis, IN
  • 06/2017 → 04/2026
    Goelzer Investment Management, Inc.
    Indianapolis, IN
  • 04/2026 → Present
    Robert W. Baird & Co. Incorporated
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-09
S63 Uniform Securities Agent State Law Examination 1998-01-21
  • S65 Uniform Investment Adviser Law Examination
    1999-07-09
  • S63 Uniform Securities Agent State Law Examination
    1998-01-21
Other Names
  • Jeffrey J Borgert

View on SEC IAPD

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