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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-21 |
| FL | RA | APPROVED | 2018-02-05 |
| WI | RA | APPROVED | 2009-06-26 |
Branch Locations
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Madison | WI | 06/2009 | Present |
Name and Address: Presto Properties LLC 933 Winding Way Middleton, WI 53562 Nature of Entity: LLC to hold investment property (Sanibel, FL) to be rented Responsibilities in this role: Owner of property and member of LLC Hours Devoted: 3 hours/month Name/Address: United Way of Dane County Foundation, 2509 Atwood Avenue Madison, WI 53704 Start date: 2/26/2020 Hours spent: 1-5/month Hours spent during trading Hours: 4hrs/quarter Role/Responsibility: Board Trustee, Investment Committee Chair Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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