Kirk Michael Hager

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-12
WI	RA	APPROVED	2024-03-12

TX RA
APPROVED

Since 2024-03-12
WI RA
APPROVED

Since 2024-03-12

Branch Locations

Madison, WI • United States

8000 Excelsior Dr Ste 302, Madison West, WI 53717 • 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

Organization	City	State	From	To
Ubs Financial Services Inc	Madison	WI	07/2013	03/2024
Rw Baird	Madison	WI	03/2024	Present

07/2013 → 03/2024

Ubs Financial Services Inc

Madison, WI
03/2024 → Present

Rw Baird

Madison, WI

Previous Registrations

2000-04-27 → 2024-03-22

Ubs Financial Services Inc.

Madison, WI

Madison, WI

Madison, WI

Other Businesses

Name/Address: West Athletic Boosters, Inc., P.O. Box 5461, Madison, WI 53705 Start Date: Aug 01, 2025 Hours Spent: 6-10; During Trading Hours: 0 Role/Responsibility: Treasurer Not Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-05-28

S66 Uniform Combined State Law Examination

1999-05-28

Designations

Certified Financial Planner

View on SEC IAPD